ASML Beats Q3 2026 Profit Expectations as AI Chip Equipment Demand Continues to Rise
đ ASML reported Q3 2026 revenue of âŹ11.7 billion and net income of nearly âŹ5 billion. Gross margin reached 57.5%, up from 54% in the previous quarter and above guidance.
đ The company raised its full-year 2026 revenue outlook to âŹ44â45 billion, while projecting Q4 revenue of âŹ14.2â15.2 billion.
đ€ CEO Christophe Fouquet said customers continue to raise their chip equipment demand forecasts, driven by AI investment expectations. Some customers have even expressed interest in placing orders for 2029 and 2030.
đ ASML expects its planned capacity for 2027â2028 to fall short of demand. The company is considering expanding its 2028 capacity beyond the previously announced 30% increase, reflecting a longer-term investment outlook for the semiconductor industry.
#ASML $ASML $BTC
đ ASML reported Q3 2026 revenue of âŹ11.7 billion and net income of nearly âŹ5 billion. Gross margin reached 57.5%, up from 54% in the previous quarter and above guidance.
đ The company raised its full-year 2026 revenue outlook to âŹ44â45 billion, while projecting Q4 revenue of âŹ14.2â15.2 billion.
đ€ CEO Christophe Fouquet said customers continue to raise their chip equipment demand forecasts, driven by AI investment expectations. Some customers have even expressed interest in placing orders for 2029 and 2030.
đ ASML expects its planned capacity for 2027â2028 to fall short of demand. The company is considering expanding its 2028 capacity beyond the previously announced 30% increase, reflecting a longer-term investment outlook for the semiconductor industry.
#ASML $ASML $BTC