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ASML sees strong long-term demand for semiconductor tools, with orders eyed through 2030 amid AI chip growth.

Company Fundamentals
14 Oct 2026
CNBC
View Source
Bullish
ASML sees strong long-term demand for semiconductor tools, with orders eyed through 2030 amid AI chip growth.

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-related investments. The company, which is the sole producer of extreme ultraviolet lithography machines critical for advanced chipmaking, also noted that supply planned for 2027 and 2028 may not meet demand, prompting efforts to increase capacity. Major chipmakers Samsung and TSMC have committed to using ASML's next-generation High NA EUV machines, supporting the company's growth outlook.

ASML shares are down 3.85% on Pluang, trading at USD 1,651.66 as of Oct 14, 2026 12:11 WIB. The stock shows a high market cap of $678.02 billion but faces more selling pressure with 72% of orders as sells on the platform.

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