ASML forecasts Q4 sales above expectations on AI chip demand
ASML, the world's leading supplier of chipmaking equipment and the exclusive manufacturer of EUV machines essential for advanced chips, announced on Wednesday that it anticipates Q4 sales exceeding market predictions. The surge in demand for its chipmaking machinery, driven by AI applications, played a significant role in this forecast.
Furthermore, the company adjusted its 2026 sales outlook. ASML projected fourth-quarter net sales to range between €14.2 billion and €15.2 billion, with a gross margin of approximately 57%. This is an improvement from the initial expectations of €14.19 billion and a gross margin of 55.4%. Additionally, ASML revised its 2026 net sales outlook downward to between €44 billion and €45 billion, a range previously spanning €43 billion to €45 billion.
ASML's gross margin for the 2026 period is forecasted to be around 56%. ASML's performance serves as an indicator of the ongoing AI buildout.
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