GoKawiilASML posts record $13 billion quarter, warns lithography demand will outstrip supply through 2028
ASML reported third-quarter 2026 revenue of $13.06 billion, up 55% year-over-year, with a record gross margin of 57.5% and operating income of $5.79 billion. The company sold 121 lithography systems in the quarter, with EUV and DUV tools split roughly evenly in revenue, and said it now expects customer demand to exceed its production capacity in 2027 and 2028.
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The results underline how AI-driven chip investment is straining semiconductor equipment supply chains well beyond the current cycle, with ASML noting interest in orders as far out as 2030. That order visibility could push ASML to expand manufacturing capacity further than previously planned, though the company has not yet committed to specific new targets.
- ASML's Q3 2026 revenue hit $13.06 billion, up 55% year-over-year, with record 57.5% gross margin.
- ASML expects demand for lithography systems to outpace its production capacity in 2027 and 2028.
- Taiwan and South Korea together accounted for 63% of ASML's equipment sales in the quarter.
Source: tomshardware.com — Anton Shilov, 2026-10-15
Published there as: “ASML reports record $13 billion quarter, vows to expand capacity as demand for lithography equipment soars”
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