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Chip-Machine Supplier ASML Boosts Guidance for Third Time On Surging AI Demand

The Wall Street JournalView source article

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ASML raises 2026 outlook as AI demand drives orders through 2030

Dutch chipmaking equipment supplier ASML boosted its full-year sales guidance for the third time and warned it faces potential supply shortfalls in 2027-2028 as customers express interest in placing orders extending to 2030, driven by surging AI infrastructure demand.

Oct 14, 2026·4 sourcesSemiconductor manufacturingCompute, chips & AI infrastructureAI infrastructure investmentAI Data Center Gold RushAI supply chain constraints
ASML raises 2026 outlook as AI demand drives orders through 2030
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Other sources for this story

CNBC

ASML says it's getting order interest through 2030 as profit smashes expectations

Reuters

ASML will be unable to meet AI-driven customer demand in 2027, 2028 | Reuters

Bloomberg

ASML Raises Full-Year Sales Outlook as AI Boom Drives Demand