semiconductor / news / / South China Morning Post
Dutch chipmaker ASML upgraded its 2026 sales outlook on Wednesday, citing strong demand.
ASML raised its 2026 net sales forecast to €36-40 billion, up from €34-39 billion.
KEY POINTS
- The boost in outlook is attributed to strong AI-driven demand for advanced memory and logic chips.
- ASML's memory customers have reported being sold out for the entire year.
- ASML anticipates supply will not meet demand for advanced semiconductor equipment for the foreseeable future.
- The company faces potential new US export controls targeting China, affecting its global shipment share.
COMPANIES
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