{"id":51140,"date":"2026-04-15T05:43:30","date_gmt":"2026-04-15T05:43:30","guid":{"rendered":"https:\/\/foreignnewstoday.com\/?p=51140"},"modified":"2026-04-15T05:43:30","modified_gmt":"2026-04-15T05:43:30","slug":"asml-raises-2026-guidance-as-ai-chip-demand-stays-strong","status":"publish","type":"post","link":"https:\/\/foreignnewstoday.com\/?p=51140","title":{"rendered":"ASML raises 2026 guidance as AI chip demand stays strong"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div id=\"RegularArticle-ArticleBody-5\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div class=\"group\">\n<p><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\"><a href=\"https:\/\/www.cnbc.com\/quotes\/ASML\/\">ASML<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for chips related to AI. <\/p>\n<p>Here&#8217;s how ASML did versus LSEG consensus estimates for the first quarter:<\/p>\n<ul>\n<li>Net sales: 8.8 billion euros ($10.4 billion) versus 8.5 billion euros expected<\/li>\n<li>Net profit: 2.8 billion euros versus 2.5 billion euros expected<\/li>\n<\/ul>\n<p>ASML <a href=\"https:\/\/www.cnbc.com\/2026\/01\/28\/asml-q4-2025-earnings-report.html\">previously forecast<\/a> that its first-quarter sales would be between 8.2 billion euros and 8.9 billion euros.<strong> <\/strong><\/p>\n<p>The Dutch firm said it now sees 2026 net sales to be between 36 billion euros and 40 billion euros, compared to a previous forecast of 34 billion euros to 39 billion euros.\u00a0<\/p>\n<p>&#8220;The semiconductor industry&#8217;s growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments,&#8221; ASML CEO Christophe Fouque said in a press release. <\/p>\n<p>&#8220;Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond, supported by long-term agreements with their customers.&#8221;<\/p>\n<p>The Dutch firm is often seen as a bellwether for chip demand as it makes the tools required to manufacture the most advanced semiconductors. <\/p>\n<p>One of its top customers, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-3\"><a href=\"https:\/\/www.cnbc.com\/quotes\/TSM\/\">Taiwan Semiconductor Manufacturing Co<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>. (TSMC), last week <a href=\"https:\/\/www.cnbc.com\/2026\/04\/10\/tsmc-q1-record-revenue-ai-chip-demand-strong.html\">reported record first-quarter revenue<\/a> as demand for AI chips continues to remain strong. <\/p>\n<p>There is a continued shortage of memory chips which has driven prices of that component to unprecedented highs. Memory is key to AI systems and data centers. As a result, South Korean firms Samsung and SK Hynix are planning to ramp up production capacity, which will require ASML machinery.<\/p>\n<p>ASML said 51% of net sales of its new tools in the first quarter went toward memory, versus 30% in the previous quarter. Customers in South Korea accounted for 45% of sales, while those in Taiwan represented 23%. <\/p>\n<p>However, ASML is facing its own challenges, including headwinds in China, where it is not able to ship its most advanced machines because of export restrictions. Earlier this month, a group of bipartisan U.S. lawmakers <a href=\"https:\/\/www.cnbc.com\/2026\/04\/07\/asml-shares-today-us-chip-export-curbs-china.html\">introduced a law<\/a> that would even ban ASML&#8217;s less-advanced machines for export to China. That law still needs to work its way through the U.S. legislative process. <\/p>\n<p>System sales to China fell to 19% of overall sales in the first quarter, compared to 36% in the December quarter. <\/p>\n<\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\"><a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.cnbc.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/div>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.cnbc.com\/2026\/04\/15\/asml-q1-2026-earnings-report.html\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for chips related to AI. Here&#8217;s how&hellip;<\/p>\n","protected":false},"author":1,"featured_media":51141,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[32],"tags":[],"class_list":["post-51140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/posts\/51140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=51140"}],"version-history":[{"count":0,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/posts\/51140\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/media\/51141"}],"wp:attachment":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=51140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=51140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=51140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}