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[BUSINESS] · Netherlands, Taiwan, United States, South Korea · 4 sources

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Part of situation: DAX stability and ASML growth amid AI demand (7 clusters)

ASML reports surge in Q3 revenue amid rising AI chip demand

ASML semiconductor lithography AI hardware demand High NA EUV chip manufacturing

ASML reported strong third-quarter 2026 financial results, with revenue rising 55.2% year-on-year to 11.662 billion euros and net profit increasing 133.5% to 4.9604 billion euros. This growth was driven by surging demand for semiconductor lithography equipment, particularly for advanced logic and DRAM applications fueled by the expansion of AI infrastructure.

The company noted that demand for its equipment is expected to exceed supply through 2027 and 2028. Consequently, ASML is considering expanding its production capacity beyond its previous targets for 2028. While some customers have expressed interest in orders for 2029 and 2030, these do not yet constitute confirmed orders.

In the field of next-generation technology, Intel has reported exceeding 1 million wafers exposed using High NA EUV lithography. Other major players, including Samsung Electronics and TSMC, have committed to integrating High NA EUV technology into their production processes, with TSMC planning implementation in 2030.

Entities

ASML · Christophe Fouquet · Intel · Samsung Electronics · TSMC · Zeiss

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Sources

ASML、7～9月期売上高55％増 2028年のEUV増産を追加検討 [global-net.co.jp]
海外硬件龙头“交卷” QDII基金投资迎来业绩检验 - 经济观察网 － 专业财经新闻网站 [www.eeo.com.cn]
ASML says it won't be able to make enough chipmaking machines to meet demand through 2028 · EMSNow [www.emsnow.com]
ASML Aktienanalyse I NASDAQ [www.finanzen.net]