ASML Says 2027–2028 Supply Won’t Fully Meet Demand
Updated
Summary
ASML said its current 2027–2028 supply will not fully meet demand.
ASML sees FY 2027 net sales of €44 billion–€45 billion, compared with its prior outlook of €43 billion–€45 billion.
Why it matters
ASML reported Q3 2026 net sales of €7.46 billion, versus an estimate of €7.39 billion.
ASML sees Q4 net sales of €9.2 billion–€9.8 billion, versus an estimate of €9.13 billion.
What remains uncertain
ASML is investigating a 30% capacity increase for 2028.