ASML Holding has upgraded its 2026 financial guidance, marking the second revision to its outlook this year as demand for artificial intelligence chips continues to accelerate.
The Dutch semiconductor equipment manufacturer reported second-quarter revenue of €9.33 billion, surpassing analyst expectations, and announced plans to expand production capacity to meet the growing order book.
The upgrade underscores the persistent strength in the AI infrastructure build-out, with ASML’s monopoly on extreme ultraviolet (EUV) lithography systems placing it at the center of the global chip supply chain.
The company’s decision to expand capacity suggests that demand from major foundries remains robust, despite broader macroeconomic uncertainties.
This development reinforces the narrative that AI-driven capex is a durable tailwind for the semiconductor equipment sector.
ASML’s results provide a critical read-through for the wider industry, particularly for foundries like TSMC that rely on its advanced lithography tools to produce next-generation processors.