ASML laid out a multi-year capacity expansion plan alongside Q2 earnings:
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
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Reported on July 15, 2026 (all figures in euros):
ASML raised its full-year 2026 net sales outlook for the second time this year: