Stock
ASML (ASML)
ASML makes the lithography systems that print chip patterns, and it said its planned 2027 and 2028 supply will not fully meet customer demand.
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Analysis and information
What it does
ASML makes lithography systems, the machines chipmakers use to print circuit patterns on wafers. It also provides software, service and add-on options for machines already in the field. It is based in Veldhoven, the Netherlands.
Role in the theme
In the Chips, equipment and servers theme, ASML is the lithography supplier. It says customers keep raising their equipment forecasts because of AI investment.
Latest
- 2026-10-14: Q3 net sales were a record €11.66B, with a gross margin of 57.5% and net income of €4.96B. ASML sold 113 new lithography systems.
- 2026-10-14: Q4 guidance is net sales of €14.2B to €15.2B, with gross margin around 57%. Full-year 2026 guidance is €44B to €45B.
- 2026-10-14: ASML said its planned supply for 2027 and 2028 will not fully meet customer demand. It is studying ways to raise 2028 capacity beyond the 30% increase it announced before. Some customers want to place orders for 2029 and 2030.
- 2026-10-14: ASML repurchased about €4.1B of its shares in Q3. An interim dividend of €1.88 per share is payable on 2026-11-04.
What to watch
- Any decision on extra 2028 capacity.
- Q4 sales against the €14.2B to €15.2B guide.
- Installed Base Management sales (service and field options), which were €3.29B in Q3.
- Next report: Q4 2026 results. The date is not announced (not confirmed).
Covered in
- Theme: Chips, equipment and servers
Sources
Primary means the publisher of the data or the filing; secondary means press or an aggregator.
- ASML reports Q3 2026 resultsPrimary