ASML Reports Record Q3, Raises 2026 Sales Forecast to €44-45 Billion

Key Takeaways

• ASML raised its full-year 2026 sales forecast to €44–45 billion for the third consecutive quarter, reporting record Q3 net sales of €11.7 billion and net profit of €5.0 billion.
• Customers including TSMC, Samsung, Intel, and Elon Musk's TeraFab are seeking equipment bookings through 2029 and 2030 due to AI-driven chip demand.
• ASML warned it cannot fully meet customer demand in 2027 and 2028 despite planned capacity expansions in Eindhoven.
• ASML confirmed talks with Elon Musk about the $55 billion Terafab megafab project in Texas.
• The company agreed to higher pricing with customers effective 2027, with full margin impact arriving in 2028.
• Amazon reported $5.56 billion in net profit on $13.1 billion in net sales during the quarter.
• Shopify reported UK businesses generated £71.1 billion in economic activity with cross-border sales rising 136%, and AI-referred sessions had an 80% higher conversion rate.
• Karrie International saw 45% year-on-year revenue growth, with AI-related hardware products making up 34% of its server segment.
• Floqer surpassed $1.2 million in ARR, with customers cutting prospecting time by up to 70% using its AI agents.
• SocGen released a three-part AI investing playbook with 12 stock picks covering AI builders, sellers, and users across the supply chain.

AI boom drives record sales at Dutch tech giant ASML

ASML reported record third-quarter sales of €11.7 billion and net profit of €5.0 billion, driven by huge AI demand. CEO Christophe Fouquet said customers are placing orders for 2029 and 2030. The company raised its full-year sales forecast to €44-45 billion. ASML is the only maker of extreme ultraviolet lithography machines used to produce advanced chips worldwide.

ASML lifts sales outlook as AI tool demand exceeds supply

ASML raised its full-year sales projection to €44-45 billion due to strong demand for its lithography equipment. The company reported Q3 net profit of $5.56 billion on net sales of $13.1 billion. CEO Christophe Fouquet said customers including TSMC, Samsung, and Intel are interested in bookings through 2029 and 2030. ASML warned it cannot fully satisfy orders through 2027 and 2028 even with planned capacity expansions.

ASML raises sales outlook as AI demand drives customer interest through 2030

ASML reported Q3 net profit of €4.96 billion and raised its full-year sales forecast to €44-45 billion. CEO Christophe Fouquet said customers are showing interest in orders for 2029 and 2030. The company is the world's sole producer of extreme ultraviolet lithography machines used by chipmakers like TSMC. ASML also forecast China will account for 20 percent of total sales this year.

ASML raises full-year sales outlook as AI boom drives demand

ASML upgraded its 2026 sales forecast to €44-45 billion, the third consecutive quarterly raise. The company is the only maker of cutting-edge lithography machines for AI data center semiconductors. CEO Christophe Fouquet said some customers want orders for 2029 and 2030. ASML shares rose 64 percent this year, making it Europe's most valuable company. Samsung and TSMC plan to mass produce chips with high NA EUV tools by 2028 and 2030.

ASML raises 2026 sales outlook for a third time as AI demand outruns supply

ASML reported record Q3 net sales of €11.7 billion and net income of €5.0 billion with a record gross margin of 57.5 percent. The company raised full-year 2026 revenue guidance to €44-45 billion for the third time this year. CEO Christophe Fouquet said some customers are asking about EUV order slots for 2029 and 2030. ASML confirmed talks with Elon Musk about the $55 billion Terafab megafab in Texas.

ASML reports record sales but warns it cannot meet AI demand

ASML reported its highest quarterly sales at €11.7 billion but said its production will not fully meet customer demand in 2027 and 2028. The company is the only maker of EUV systems used for the most advanced chips. CEO Christophe Fouquet said customers are asking for more tools every day. Some customers want to book machines for 2029 or 2030.

ASML sees AI demand driving chip tool orders into 2030

ASML said booming AI demand is pushing orders for its chipmaking tools beyond 2027, with some customers interested in booking capacity for 2029 and 2030. The company leads the market for equipment used to make the most advanced semiconductors. Customers include TSMC, Samsung, Intel, SK Hynix, Micron and Elon Musk's TeraFab. ASML shares have risen nearly 70% this year.

ASML raises sales outlook on strong AI chip demand

ASML reported Q3 net profit of €4.96 billion on net sales of €11.7 billion, above expectations. It now expects fourth-quarter sales of €14.2 billion to €15.2 billion and full-year 2026 sales of €44 billion to €45 billion. The company is expanding capacity in Eindhoven and plans to raise prices starting in 2027. ASML is also upgrading existing tools and selling new machine versions with higher throughput.

ASML says AI boom strengthens its pricing power

ASML confirmed it has completed pricing negotiations with customers and agreed to higher prices that will boost revenue and margins starting in 2027. CEO Christophe Fouquet linked the change partly to AI. ASML is the only commercial supplier of extreme ultraviolet lithography machines. The price increases cover its most critical manufacturing equipment, with full impact arriving in 2028.

ASML reports record Q3 sales as AI demand drives growth

ASML reported record Q3 2026 net sales of €11.7 billion, with net income of €5.0 billion and a gross margin of 57.5%. It sold 113 new lithography systems in the quarter, up from 86 in the prior quarter. Some customers are already interested in placing orders for 2029 and 2030. The company repurchased about €4.1 billion in shares and will pay an interim dividend of €1.88 per share on November 4, 2026.

ASML raises sales outlook as AI chip demand stretches orders to 2030

ASML reported that demand for its chipmaking equipment is outpacing its ability to supply customers. Semiconductor makers are seeking production capacity through 2030 due to the AI boom. The company raised its full-year sales forecast to €44 billion to €45 billion. It plans to increase capacity but says it will not fully meet demand in 2027 and 2028.

AI boom drives record sales at Dutch tech giant ASML

ASML, Europe's largest tech company by market value, reported third-quarter net profit of €5.0 billion. Record net sales reached €11.7 billion in the quarter. The company raised its full-year sales forecast to €44 billion to €45 billion. Customers are showing interest in placing orders for 2029 and 2030. ASML is the only maker of extreme ultraviolet lithography tools for the most advanced chips.

ASML forecasts Q4 sales above expectations on AI chip demand

ASML forecast fourth-quarter 2026 sales of €14.2 billion to €15.2 billion, above analyst expectations. The company said AI demand for its chip-printing tools is so strong it cannot fully meet customer demand in 2027 or 2028. CEO Christophe Fouquet said discussions with customers are shifting beyond 2027. ASML is exploring ways to expand capacity beyond a planned 30% increase in 2028.

ASML raises 2026 sales outlook on soaring AI demand, plans capacity expansion

ASML lifted its full-year 2026 sales forecast to €44 billion to €45 billion after record third-quarter results. Net sales reached €11.66 billion, and net income rose to €4.96 billion. CEO Christophe Fouquet said customers are raising equipment demand forecasts due to AI investments. Some customers want to place orders for 2029 and 2030. The company is looking at ways to expand 2028 capacity beyond a 30% increase.

ASML forecasts Q4 sales above expectations on AI chip demand

ASML said AI-driven demand for its chip-printing tools is so strong it will not fully meet customer demand in 2027 or 2028. It forecast fourth-quarter 2026 sales of €14.2 billion to €15.2 billion with a gross margin around 57%. Customers including TSMC, Samsung, Intel, SK Hynix and Micron are seeking expanded capacity. ASML broke ground on an expansion in Eindhoven, but the first phase will not finish until 2029.

ASML Q4 Sales Beat Expectations on AI Chip Demand

ASML Holding NV announced on October 14, 2026, that its fourth-quarter sales will exceed analyst expectations. The company expects net sales between €14.2 billion and €15.2 billion, driven by strong demand for AI-driven chip manufacturing equipment. Analysts had predicted sales of €14.19 billion with a 55.4% gross margin. ASML makes advanced photolithography systems essential for producing chips at 7 nanometers and below. Major customers include TSMC, Samsung, Intel, SK hynix, and Micron.

SocGen Releases 3-Part AI Investing Playbook with 12 Stock Picks

Société Générale's top stock strategist shared a 3-part AI investing playbook with 12 stock picks. The bank said new phases of the AI bull market are unfolding after four years of growth. The playbook covers AI builders, AI sellers, and AI users across the supply chain. SocGen screened stocks based on strong future revenue potential and rising earnings per employee. The top industries for AI productivity gains are financials, healthcare, and industrials, with picks including JPMorgan, Eli Lilly, and GE Aerospace.

SocGen Strategist Shares AI Stock Picks for Investors

Société Générale released a three-part investing playbook for the AI trade. After three years of massive infrastructure buildout, AI value creation is now broadening downstream. The bank identified AI builders, AI sellers, and AI users as the three parts of the supply chain. Stock picks were screened using strong future revenue potential and rising earnings per employee. Financials, healthcare, and industrials lead AI productivity gains, with example picks including JPMorgan, Eli Lilly, and GE Aerospace.

Tasmania Creates Fund to Share AI Investment Benefits with Communities

The Tasmanian Government will establish a Local Community Benefit Fund for communities hosting major AI and data-centre developments. The fund will support local infrastructure, skills and training, community organisations, and initiatives that improve liveability. Major AI and data-centre proponents will be expected to contribute to the fund. Premier Jeremy Rockliff said Tasmania is well positioned to become a national leader in responsible AI infrastructure. Investment must deliver tangible and lasting benefits for Tasmanians.

Shopify Says AI Boosts UK Business Cross-Border Sales

Shopify reported that UK businesses on its platform generated £71.1 billion in economic activity and saw cross-border sales rise 136%. Worldwide, Shopify-powered businesses generated $1.2 trillion in economic activity and supported 9.6 million jobs. AI-referred sessions had an 80% higher conversion rate than organic search sessions from April to June 2026. AI-referred orders also had 14% higher average order values. About 1.2 million stores made their first sale on Shopify in 2025, roughly one every 26 seconds.

Karrie International sees 45% revenue growth from AI hardware

Karrie International reported a 45% year-on-year revenue increase for the quarter ended 30 September 2026. Growth was driven by server enclosures and storage products for data centres. AI-related products made up 34% of the server segment and jumped 87% quarter-on-quarter. The company plans to expand its AI hardware offerings from server to rack level.

Former US commerce chief warns AI could cause job losses like China shock

Former US commerce chief Raimondo warned that rapid AI development could repeat the job losses caused by the China shock. She spoke at the Bloomberg New Economy Forum in New Delhi. Raimondo said the US learned what happens when an economic transition happens without planning. She compared AI's potential disruption to the impact of Chinese manufacturing competition.

Floqer uses AI agents to help sales teams find customers

Floqer is an AI startup that helps sales teams research prospects automatically. Its AI agents search across more than 100 data sources to build lists of companies and contacts. The company has surpassed $1.2 million in annual recurring revenue. Customers say the tool cuts prospecting time by up to 70%. Floqer was founded in 2024 by Shivam Mahajan and Zaaheda Islam.

Prime Intellect acquires vision AI startup Moondream

Prime Intellect acquired Moondream, a vision AI startup founded in Seattle by former AWS employees. Moondream has fewer than 10 employees. Prime Intellect is largely buying the team for its skill at making models run faster. Moondream's latest model, Moondream 3.1, is available through Prime Intellect's inference service. Moondream was one of Prime Intellect's earliest customers.

IEEE launches Responsible AI certification to protect children online

The IEEE Standards Association launched a Responsible AI for Children certification. The program independently tests AI products for kids to ensure they meet safety and ethics requirements. The first certification was issued to an educational platform from the Greek National Centre for Scientific Research. The certification aims to help protect young users while letting them benefit from technology.

New CDS Method Scales Video Ranking Without Adding Parameters

Researchers introduced Chain Dimension Scaling (CDS) to make industrial video ranking systems more efficient. CDS adds a new scaling dimension called chain length instead of growing model width or depth. It shares parameters across repeated feature-interaction blocks and uses a lightweight residual connection. In tests on a production short-video ranking system, CDS cut trainable parameters by 26.6 percent while staying within 0.03 percent of baseline quality. Training throughput improved by 6.4 percent, and gains came mainly from lower communication and update overhead.

Sources

• AI boom drives record sales at Dutch tech giant ASML
• ASML Lifts Sales Outlook as AI Tool Demand Exceeds Supply
• ASML raises sales outlook as AI demand drives customer interest through 2030
• ASML Raises Full-Year Sales Outlook as AI Boom Drives Demand
• ASML raises 2026 sales outlook for a third time as AI demand outruns supply
• ASML posts record sales and warns it can’t keep up with AI demand
• ASML forecasts Q4 sales above expectations on AI chip demand
• ASML forecasts Q4 sales above expectations on AI chip demand
• ASML Says AI Boom Is Boosting Pricing Power
• ASML Reports Record €11.7 Billion In Q3 Sales As AI Demand Drives Capacity Expansion
• ASML Raises Sales Outlook as AI Chip Boom Pushes Equipment Orders Into 2030
• AI boom drives record sales at Dutch tech giant ASML
• ASML forecasts Q4 sales above expectations on AI chip demand
• ASML raises 2026 sales outlook on soaring AI demand, plans capacity expansion
• ASML forecasts Q4 sales above expectations on AI chip demand
• ASML Exceeds Q4 Sales Expectations Driven by AI Demand
• SocGen's 3-part AI investing playbook, including 12 stock picks
• SocGen's top stock strategist shares the 3-part AI investing playbook, and 12 stocks to own for further upside
• Tasmania's Major AI Investment Must Benefit Communities
• Shopify says UK businesses on platform seeing stronger cross-border sales, AI is a big boost
• Karrie International Rides AI Hardware Boom With 45% Quarterly Revenue Surge
• AI risks could repeat China shock that cost jobs, former US commerce chief warns
• Floqer's AI agents research sales prospects so teams don't have to
• Prime Intellect acquires Moondream, a vision AI startup founded in Seattle by AWS vets
• Responsible AI for Children: IEEE Delivers a Trusted Safety Formula to Help Protect Kids Online
• Chain Dimension Scaling: Communication-Efficient Loop-Style Scaling for Industrial Short-Video Ranking