ASML reported second-quarter net sales of €9.3 billion and net income of €2.9 billion. It guided third-quarter sales to between €11.0 billion and €12.0 billion with a gross margin of 55% to 57%, and said it now sees full-year 2026 sales of €43 billion to €45 billion at a 54% to 56% gross margin. The company said AI-related investment is driving demand for advanced logic and memory chips, and that it plans to add 30% to its 2026 low-NA EUV capacity of around 65 systems for 2027.
Why it matters for listed companies
ASML is the only supplier of the EUV lithography machines used for leading-edge AI chips, so its guidance of €43-45 billion in 2026 sales shows how much of chipmakers' capital spending reaches Europe's largest technology company. The buyers paying for these tools are foundries and memory makers such as TSMC, Samsung, SK hynix and Micron. A planned 30% increase on around 65 low-NA EUV systems for 2027 indicates the scale of orders those customers have placed.
Official series on 15 Jul 2026 or the last day before it, and the latest observation.
ECB deposit facility rate 2.25% → 2.50%+25 bp 15 Jul 2026 → 15 Oct 2026 · European Central Bank
Euro area 10-year yield (AAA) 3.15% → 3.51%+36 bp 15 Jul 2026 → 14 Oct 2026 · European Central Bank
Euro in US dollars 1.1406 → 1.1208-0.0198 15 Jul 2026 → 15 Oct 2026 · ECB reference rate
Euro in pounds sterling 0.8509 → 0.8461-0.0048 15 Jul 2026 → 15 Oct 2026 · ECB reference rate
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