ASML, the sole maker of advanced EUV lithography machines essential for cutting-edge chip production, announced it cannot fulfill customer orders for 2027 and 2028 due to capacity limits. This shortage drives longer wait times and allows ASML to raise prices, reflecting strong demand fueled by AI data-center growth. While a 30% capacity increase for 2027 is confirmed, expansion plans for 2028 remain under study, with customer interest extending into 2029 and 2030 but no firm orders yet. The situation highlights supply constraints that could impact chip prices and industry timelines, with further updates expected in upcoming earnings calls and the 2027 Capital Markets Day.
ASML shares are trading at USD 1,707.22 on Pluang as of Oct 14, 2026, 18:12 WIB, showing a slight 0.61% decline in the last day. The stock's market cap stands at $647.08 billion, reflecting its significant role in the technology sector. Despite the recent price drop, ASML remains a key player amid strong demand for its machines, as noted in the news.
ASML Holding posted a strong Q3 2026 earnings per share of $14.65, beating estimates of $12.17, driven by a 55% year-over-year sales growth and a 57.5% gross margin. Although revenue was slightly below expectations at $13.05 billion, the company bene...
ASML, a leading Dutch semiconductor equipment maker, reported record Q3 sales of €11.7 billion and net income of €5 billion, driven by strong demand for AI-related chips. The company raised concerns that its planned production capacity for 2027 and 2...
ASML Holding N.V. posted a strong quarter with 55% year-over-year sales growth and improved profit margins driven by high-margin upgrades and capacity limits. Customer demand is expected to exceed ASML's supply until at least 2028, supported by €5.7 ...
ASML reported third-quarter profits beating expectations and revealed that some customers are interested in placing orders for its semiconductor lithography machines as far ahead as 2029 and 2030. This signals strong long-term demand driven by AI-rel...
ASML reported record Q3 2026 net sales of €11.7 billion and net income of €5.0 billion, driven by strong demand for lithography systems and productivity upgrades. The company expects Q4 sales between €14.2 billion and €15.2 billion with a gross margi...
