ASML laid out a multi-year capacity expansion plan alongside Q2 earnings:
| Metric | 2025 (actual) | 2026 (target) | 2027 (target) | 2028 (plan) |
|---|---|---|---|---|
| Low-NA EUV units shipped | ~44 | ~60 | ~80 , with capacity rising ~30% to ~85 | Evaluating another ~30% expansion |
| DUV immersion units | — | ~130 | +30% expansion under evaluation | Further expansion being considered |
EUV machines are the single most constrained tool in leading-edge chip production — each costs ~$300 million and takes about a year to build, directly limiting how fast AI infrastructure can expand . By:
ASML is directly attacking the supply-side bottleneck on advanced AI chips (GPUs, accelerators, high-bandwidth memory). CEO Christophe Fouquet said the company is doing "everything in [its] power" to accelerate deliveries to meet surging AI-driven demand . The capacity expansion also accounts for the Terafab project, which is itself an AI-focused mega-fab .
Reported on July 15, 2026 (all figures in euros):
| Metric | Q2 2026 Result | vs. Guidance / Consensus |
|---|---|---|
| Total net sales | €9.3 billion | Above guidance midpoint of €8.7B |
| Gross margin | 54.0% | Above guided range of 51–52% |
| Net income | €2.9 billion | — |
| Basic EPS | €7.59 (€/$: ~$8.69) | Beat consensus of ~€6.88/$7.95 |
| Installed Base Mgmt sales | €2.8 billion | Strong contributor to beat |
ASML raised its full-year 2026 net sales outlook for the second time this year:
The company also guided Q3 2026 net sales in a range consistent with this raised full-year trajectory .