ASML Raises Full-Year Revenue Forecast on Surging AI Chip Demand

Explosive growth in artificial intelligence is driving a sharp increase in AI chip demand and spurring capacity expansion across the core semiconductor supply chain. ASML, the sole supplier of extreme ultraviolet lithography systems, occupies a pivotal position in global chip manufacturing, making its performance a key barometer for the technology sector. Equipment purchases by major chipmakers including TSMC, Samsung and Intel also shape the deployment of advanced semiconductor capacity worldwide.

ASML reported second-quarter results on July 15, 2026, and raised its full-year revenue forecast by about 16% to €43 billion–€45 billion. The revision was driven mainly by TSMC and Samsung accelerating their expansion of AI chip capacity, while Intel is also set to use ASML’s next-generation High-NA EUV equipment in mass production for the first time. Strong purchasing by major chipmakers has pushed ASML’s orders above expectations and underscored robust growth in the semiconductor capital-spending cycle.