ASML predict €36bn sales 2026
Forecasting total net sales between €36bn and €40bn, with gross margins in the range of 51% to 53%
ASML, one of Europe’s most valuable companies, has delivered a strong first quarter, reporting net sales of €8.8bn and net income of €2.8bn.
Following these results, the Dutch chip equipment maker has raised its expectations for 2026, forecasting total net sales between €36bn and €40bn, with gross margins in the range of 51% to 53%.
CEO Christophe Fouquet said the outlook for the semiconductor industry continues to improve, largely driven by sustained investment in AI infrastructure. He noted that demand for chips remains higher than supply, prompting customers to speed up capacity expansion plans for 2026 and beyond, often backed by long-term agreements.
“These trends support our view that 2026 will be another year of growth across all parts of our business,” Fouquet said.
For the second quarter, ASML expects net sales to fall between €8.4bn and €9bn, with gross margins of 51% to 52%. The company also anticipates research and development costs of around €1.2bn, alongside selling, general and administrative expenses of approximately €0.3bn.
Fouquet added that the company’s 2026 guidance range reflects some uncertainty, including ongoing discussions around export controls.
Earlier this year, ASML surpassed a $500bn market valuation, becoming only the third European company to reach that milestone. This came as its largest customer, Taiwan-based chipmaker TSMC, projected stronger-than-expected growth for 2026 and outlined plans for capital spending of up to $56bn.
Both companies are central to the global semiconductor ecosystem. ASML dominates the market for advanced lithography machines essential for producing cutting-edge chips, while TSMC manufactures a significant share of the world’s semiconductors, supplying major technology firms.
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