ASML Forecasts Q4 2026 Revenue of €14.2B-€15.2B and Considers Capacity Growth Beyond 30% by 2028
ASML Holding N.V. (NASDAQ: ASML) has provided an updated revenue outlook for the fourth quarter of 2026, forecasting sales between €14.2 billion and €15.2 billion. The company also mentioned exploring capacity growth above 30% by 2028 to meet increasing demand. During its Q3 2026 earnings call, CEO Christophe Fouquet highlighted that AI-driven demand signals have strengthened during the quarter. He noted ongoing supply shortages in advanced Logic and Memory nodes are growing more severe, which is likely contributing to ASML's strong revenue expectations as it continues to benefit from high demand for semiconductor manufacturing equipment. The guidance reflects confidence in sustained industry momentum driven by artificial intelligence applications and continued investment in chipmaking infrastructure.
Tickers: $ASML
Topics: AI Demand Semiconductors Supply Chain