{
  "id": 14412520,
  "title": "ASML posts record €11.7 billion in sales but warns it can’t keep up with AI demand",
  "url": "https://urgent.news/2026/10/14/asml-posts-record-11-7-billion-in-sales-but-warns-it-cant-keep-up-14412520",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-14T08:48:13.000Z",
  "source": {
    "name": "Euronews Business",
    "slug": "euronews-business",
    "url": "https://www.euronews.com/2026/10/14/asml-posts-record-117-billion-in-sales-but-warns-it-cant-keep-up-with-ai-demand"
  },
  "original_language": "en",
  "account": "ASML, a Netherlands-based equipment supplier to the semiconductor industry, reported record sales of €11.7 billion in the third quarter, marking its highest-ever quarterly earnings. However, the company warned that its current production plans will not meet customer demand for AI-driven equipment in 2027 and 2028. ASML's CEO, Christophe Fouquet, revealed that the company aims to increase its capacity by 30% in 2027 for both low-NA extreme ultraviolet (EUV) and deep ultraviolet (DUV) immersion machines, with plans to raise it by another 30% in 2028. The surge in AI investment has led customers to request more tools daily. In the past quarter, ASML's sales increased by 55% to €11.66 billion, surpassing the analysts' average forecast of €11.7 billion. Net income more than doubled to €5 billion, with a gross margin of 57.5%, driven by €3.3 billion in revenue from servicing and upgrading existing machines. ASML anticipates sales of €44-45 billion in 2026, with a gross margin of around 56%. Despite the positive results, some investors remain concerned about potential downturns in AI spending from 2029 onward.",
  "summary": "Dutch equipment supplier ASML warned on Wednesday that its planned supply of machines will not fully meet customers’ AI-driven demand in 2027 and 2028, as it reported record quarterly sales of around €11.7 billion and lifted the lower end of its full-year sales forecast.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 9,
    "also_reported_by": [
      {
        "outlet": "CNA - Business",
        "title": "ASML forecasts Q4 sales above expectations on AI chip demand",
        "url": "https://urgent.news/2026/10/14/asml-forecasts-q4-sales-above-expectations-on-ai-chip-demand",
        "published": "2026-10-14T05:07:11.000Z"
      },
      {
        "outlet": "Investing.com",
        "title": "ASML raises 2026 sales outlook on soaring AI demand, plans capacity expansion",
        "url": "https://urgent.news/2026/10/14/asml-raises-2026-sales-outlook-on-soaring-ai-demand-plans-capacity",
        "published": "2026-10-14T05:41:45.000Z"
      },
      {
        "outlet": "Financial Times",
        "title": "AI demand to exceed supply for 2 more years, says ASML",
        "url": "https://urgent.news/2026/10/14/ai-demand-to-exceed-supply-for-2-more-years-says-asml",
        "published": "2026-10-14T06:50:27.000Z"
      },
      {
        "outlet": "Seeking Alpha News",
        "title": "ASML says supply will not meet demand at least until 2028",
        "url": "https://urgent.news/2026/10/14/asml-says-supply-will-not-meet-demand-at-least-until-2028",
        "published": "2026-10-14T07:42:07.000Z"
      },
      {
        "outlet": "Bangkok Post Business",
        "title": "AI boom drives record sales at Dutch tech giant ASML",
        "url": "https://urgent.news/2026/10/14/ai-boom-drives-record-sales-at-dutch-tech-giant-asml",
        "published": "2026-10-14T07:45:00.000Z"
      },
      {
        "outlet": "Silicon Republic",
        "title": "AI-led demand overwhelms ASML’s 2027, 2028 supply capacity",
        "url": "https://urgent.news/2026/10/14/ai-led-demand-overwhelms-asmls-2027-2028-supply-capacity",
        "published": "2026-10-14T07:58:45.000Z"
      },
      {
        "outlet": "Business Recorder",
        "title": "European shares edge higher as ASML's AI demand outlook boosts tech",
        "url": "https://urgent.news/2026/10/14/european-shares-edge-higher-as-asmls-ai-demand-outlook-boosts-tech",
        "published": "2026-10-14T08:19:01.000Z"
      },
      {
        "outlet": "Euronews",
        "title": "ASML posts record €11.7 billion in sales but warns it can’t keep up with AI demand",
        "url": "https://urgent.news/2026/10/14/asml-posts-record-11-7-billion-in-sales-but-warns-it-cant-keep-up",
        "published": "2026-10-14T08:48:13.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}