ASML raises 2026 revenue guidance to 36-40 billion euros, beating first-quarter expectations with 8.8 billion euros in sales versus 8.5 billion euros forecast. The Dutch chipmaking equipment giant's strong performance reflects sustained AI semiconductor demand and accelerating capacity expansion by customers like TSMC. CEO Christophe Fouquet highlighted that semiconductor industry growth continues solidifying through ongoing AI infrastructure investments, with chip demand outpacing supply. ASML projects it could deliver 80 low numerical aperture EUV machines in 2027 if customer demand supports it. As a bellwether for chip industry health, ASML's upgraded outlook signals robust long-term semiconductor market strength despite headwinds from China export restrictions.
