Overview
- ASML raised its 2026 net sales target to €36–€40 billion, citing stronger orders tied to AI chips and data centers.
- CEO Christophe Fouquet said customers are speeding up capacity plans for 2026 and beyond as AI infrastructure drives demand.
- The company reported first-quarter net sales of €8.8 billion, a 53% gross margin, and €2.8 billion in net income.
- ASML joined six European tech firms to urge faster government action to restore the region’s technology competitiveness.
- Its extreme ultraviolet tools enable 7nm to 3nm chip production and High NA EUV targets sub‑2nm nodes, which makes long tool lead times a key factor for future AI chip supply.