ASML raises 2026 outlook and plans 30% more EUV capacity for 2027
ASML raised its 2026 sales outlook after Q2 revenue rose 21% year over year, reading strong orders from Intel and TSMC as durable AI demand, and will expand its extreme-ultraviolet lithography capacity 30% for 2027 with a similar increase weighed for 2028. As the only maker of EUV machines — and able to build just a few dozen a year — ASML's capacity bet sets the hard ceiling on how fast the entire advanced-chip supply can grow.
Source: semafor.com ↗
ASML's output is a major bottleneck in the AI industry — no other company produces eUV machines and it can only make a few dozen a year.
semafor.com
Why this matters
- → ASML controls the bottleneck for every advanced chip made — capacity expansion is the hard ceiling on global s
- → Company doubling down on AI demand as durable, not cyclical, with 30% capacity increases planned through 2028.
- → Intel and TSMC orders signal sustained strength beyond hype cycle.
The AI bottleneck tightens