GoKawiilASML sees chipmaking equipment orders stretching into 2029-2030, will raise prices in 2027
ASML's Q3 2026 earnings showed net profit of €4.96 billion on €11.7 billion in sales, with CEO Christophe Fouquet saying customers are already booking advanced lithography machines for delivery in 2029 and 2030. The company will raise prices starting in 2027, fully reflected by 2028, even as it adds 30% capacity in both 2027 and 2028, and lifted its full-year sales guidance to €44-45 billion.
GoKawiil's interpretation of the reporting above, not reported fact.
The order backlog from ASML, the dominant supplier of tools needed to make advanced AI chips, suggests semiconductor manufacturers like TSMC, Samsung, Intel, SK Hynix and Micron still expect years of rising demand, countering fears that AI infrastructure spending might be cooling. Analyst Gordon Kerr of KBRA pointed to this as evidence that chip demand and related infrastructure investment could extend well into 2027, though actual AI spending trends further out remain uncertain.
- ASML customers are placing orders for equipment delivery as far out as 2029-2030
- Prices for ASML's chipmaking tools will rise starting in 2027, fully impacting 2028
- ASML raised full-year sales guidance to €44-45 billion, with shares up nearly 70% in 2026
Source: tomshardware.com — Etiido Uko, 2026-10-15
Published there as: “ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom”
Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.