ASML verhoogt de prognose voor het hele jaar vanwege de groeiende uitgaven aan AI.

Name: ASML verhoogt de prognose voor het hele jaar vanwege de groeiende uitgaven aan AI.
Uploaded: 2026-07-15T06:22:40.000Z
Duration: 3 min 40 s
Channel: Bloomberg Television
Description: ASML raises its full-year forecast for the second time in 2024 due to growing AI-related demand for chip manufacturing equipment. The Dutch company benefits from increasing investments in artificial intelligence.

Bloomberg Television16 July 2026Watch on YouTube

Part of series

Ep. 5 · ASML & de AI-chipoorlog

Diepgaande uitleg over ASML's dominante rol in de mondiale halfgeleiderindustrie en de geopolitieke gevolgen.

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What you'll learn

ASML raised its full-year 2026 revenue guidance to €43 to €45 billion, up from €36 to €40 billion.
The company is targeting a 30 percent capacity increase for EUV machines in 2027 and is investigating another 30 percent for 2028.
An analyst says demand for AI semiconductors and AI infrastructure remains unrelenting.
Intel is the first major customer using a High-NA EUV machine for volume production, while TSMC earlier said it would wait.

Frequently asked questions

Why is ASML raising its full-year guidance for 2026?

ASML sees demand for AI semiconductors and AI infrastructure stay unrelenting. Customers such as TSMC, Samsung and Intel are raising capital spending, so ASML has lifted its full-year net sales guidance to €43 to €45 billion.

How does ASML plan to deal with rising demand for EUV machines?

ASML is targeting a 30 percent capacity increase for its EUV machines in 2027 and is investigating another 30 percent increase for 2028. Management wants to reassure the market that output can be scaled up.

What do ASML's Q2 results mean?

In the second quarter of 2026, total net sales reached €9.3 billion, above ASML's own guidance, with a gross margin of 54.0 percent. For the full year 2026, the company expects a gross margin between 54 and 56 percent.

Why does Intel's use of High-NA EUV matter to ASML?

Intel, one of the major customers, is using a High-NA EUV machine to produce advanced chips. These machines were previously seen as too costly for volume production, and they are central to ASML's growth story.

Topics

ai-chips asml revenue-growth semiconductor

In this video

ASML

Sources

What is known about this topic outside the broadcast, and where it says so.

Description from the channel

ASML heeft voor de tweede keer dit jaar zijn jaarlijkse omzetverwachting verhoogd, doordat de sterke stijging van de uitgaven aan kunstmatige intelligentie de vraag naar ... stimuleert.