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ASML Raises 2026 Sales Outlook Again as AI-Driven Chip Demand Strengthens

  • Foundation Models
  • Infra & Chips

Dutch chipmaking equipment giant ASML has upgraded its 2026 revenue guidance for the third straight quarter, driven by surging demand for semiconductor manufacturing equipment to power artificial intelligence systems. The company, the world's dominant supplier of lithography machines essential for producing advanced chips, raised the lower end of its 2026 sales forecast, reflecting accelerating orders from foundries and integrated device manufacturers racing to expand production capacity for AI processors. The sequential guidance upgrades underscore sustained momentum in capital spending by chip manufacturers responding to relentless demand for AI accelerators, processors, and supporting semiconductor infrastructure.

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