ASML Raises 2026 Guidance for Second Time This Year; Taiwan Sales Share Climbs to 30%

Release time：2026-07-16
author：AMEYA360
source：TrendForce
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ASML Raises 2026 Guidance for Second Time This Year; Taiwan Sales Share Climbs to 30%

　　Ahead of TSMC’s earnings call tomorrow, Dutch lithography giant ASML has reinforced optimism over the AI-driven semiconductor upcycle by raising its 2026 outlook for the second time this year, as highlighted by CNBC.

　　The company now expects annual sales of €43 billion ($49 billion) to €45 billion, with gross margins of 54% to 56%, according to its press release. Reuters adds that this would represent a 16% increase at the midpoint compared with ASML’s previous guidance of €36 billion to €40 billion.

　　For the quarter ended June 30, ASML reported revenue of €9.33 billion ($10.90 billion), exceeding analysts’ consensus estimate of €8.80 billion, Reuters notes, adding that its net income also came in ahead of expectations at €2.92 billion, versus the €2.62 billion forecast compiled by LSEG.

　　Taiwan’s Growing Role in ASML’s Sales Mix

　　The strong results were underpinned by robust AI-related demand and accelerating investments in advanced-node capacity. During the earnings call, ASML CEO Christophe Fouquet said customers are rapidly expanding capacity for 5nm, 4nm and 3nm technologies while pushing the 2nm ramp as aggressively as possible, according to an earnings call transcript from Yahoo! Finance.

　　As customers speed up capacity expansion and begin planning for the 1.4nm era as well, ASML expects its advanced logic foundry business to deliver around 25% revenue growth this year, Fouquet noted.

　　The trend was also reflected in ASML’s second-quarter regional sales mix. Taiwan accounted for 30% of revenue during the quarter, up from 23% in 1Q26, according to the company’s earnings presentation, suggesting continued investment by TSMC as it expands capacity.

　　South Korea nevertheless remained ASML’s largest market, contributing 43% of second-quarter sales, although its share edged down from 45% in the previous quarter.

　　China’s contribution also fell five percentage points to 14%. Despite the decline, management reiterated that China is still expected to account for around 20% of total net sales, according to the Yahoo Finance earnings call transcript.

　　EUV, DUV Expansion Accelerates

　　Meanwhile, ASML, per Reuters, also gave a more detailed outlook on its own expansion plan, noting that it is set to increase capacity for both its leading-edge EUV lithography systems and DUV tools by 30% in each of the next two years, as demand remains strong across advanced chips, mature nodes and the China market.

　　In 2026, ASML expects to ship around 65 Low-NA EUV systems, putting its EUV business on track for roughly 45% growth, according to the Yahoo! Finance earnings call transcript. The company has also regained momentum in DUV immersion production, with shipments expected to reach around 130 systems this year, roughly matching last year’s level.

　　Notably, ASML reached a significant milestone in High-NA EUV adoption, with Intel deploying the next-generation lithography system to produce part of its flagship Panther Lake laptop processors using the 18A process, according to its press release.

ASML Raises 2026 Guidance for Second Time This Year; Taiwan Sales Share Climbs to 30%


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ASML to Ship 20 EUV Systems in 2018
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ASML to Ship 20 EUV Systems in 2018

Dutch semiconductor equipment vendor  ASML said Wednesday it is on track to ship 20 extreme ultraviolet (EUV) systems in 2018 and expects to ship at least 30 more in 2019.The company's estimates came as part of ASML's second quarter financial report, which included better-than-expected sales of EUV tools and overall sales of about $3.2 billion. "Gross margin was slightly above our guidance, reflecting the strength of our DUV and applications business and progress in EUV profitability," said ASML CEO Peter Wennink.ASML shipped four EUV systems in the second quarter, one more than forecast, as logic customers prepare to ramp next-generation devices starting later this year, Wennink said.EUV — the successor to the workhorse deep ultraviolet (DUV) technology in advanced semiconductor manufacturing — is finally on the cusp of production after years of delays. Leading-edge semiconductor manufacturers include Samsung, Intel and TSMC are planning to use EUV in volume production beginning in the next year, though concerns remain about the availability of the EUV power source and other items in the EUV supply chain, including pellicles.ASML says it has now demonstrated four-week availability of well above 85% on a number of its new NXE:3400B EUV systems and is executing several programs to improve consistent availability to over 90% in 2019.Wennink said ASML's deep-ultraviolet lithography business continues to thrive, driven largely by the memory market, which  continues to require a significant number of lithography systems at least throughout this year and into 2019. After an excellent first half of 2018, we expect the second half."After an excellent first half of 2018, we expect the second half to be stronger, with improved profitability and continued growth from Q3 to Q4,” Wennink said.For the third quarter,  ASML said it expects sales of between 2.7 billion and 2.8 billion euro (roughly $3.15 billion to $3.26 billion).
2018-07-20 00:00 reading：1697
ASML perfecting ‘microchip shrink’ for tech giants
Trade news

ASML perfecting ‘microchip shrink’ for tech giants

ASML’s chief operating officer Frederic Schneider-Maunoury. AFPVELDHOVEN (AFP) – They call it “the shrink” – it’s the challenge of how to pack more circuits onto the microchips which power everything from our phones to our computers, even our coffee machines.And pushing the boundaries of this technology is Dutch company ASML, which since its foundation in 1984 has quietly become a world leader in the semiconductor business.“There is more power in your smartphone today than was used to put man on the moon,” says ASML’s chief operating officer Frederic Schneider-Maunoury, animatedly waving his mobile phone in the air.When you open an app on your phone, the chain allowing you to book a flight, message a friend or check out who’s hot in your neighbourhood arcs all the way back most likely to ASML.Headquartered in Veldhoven, near the Belgian border, it builds sophisticated lithography machines to enable the world’s top chip makers – Intel, Samsung and Apple supplier Taiwan Semiconductor Manufacturing (TSMC) – to produce the smallest, most powerful, most cost-effective microprocessors on the planet.Its newest machines use highly-focused extreme ultra-violet (EUV) light to imprint designs on the chips, and are at the cutting-edge of what is scientifically and technologically possible in the art of miniaturisation.Last year after two decades of research and development and billions of euros, ASML shipped its first 12 EUV machines to clients. Each costs about 120 million euros ($145 million).This year it has projected sales of 20 machines – by 2020, it hopes to be selling 35 to 40 a year.It is ironic that these machines, which produce chips of infinitesimally small dimensions, are the size of a bus. Three Boeing 747 aircraft are needed to transport one machine to a client.Long seen as a bellwether of the tech industry, the company is listed on both the Amsterdam bourse, the AEX, and the Nasdaq in New York.Last year it announced profits had almost doubled to 2.12 billion euros on record sales of 9.05 billion euros.Only two other companies in the world – the Japanese giants Nikon and Canon – make lithography machines and neither has yet developed EUV technology.“Our problem is not just to find the technologies, we than have to put it into the products in an economical way,” Schneider-Maunoury told AFP, in his office overlooking ASML’s sprawling site.“Why buy a new phone? It’s not to make calls on. I buy a new phone precisely because it allows me to do things that the previous phone didn’t,” he said.But this is a competitive market, and if the new phone “is going to cost me 10 times more, than I’m not going to buy it”.A former vice-president at French rail giant Alstom, he joined ASML in 2010 and has become increasingly passionate about its innovative technology.The EUV system works by projecting the light through a blueprint, ASML explains.Using a series of complex optics, made by German company Zeiss, “the pattern is reduced and focused onto a thin slice of silicon coated with a light-sensitive chemical”.“The light interacts with the chemical effectively printing the pattern onto the silicon or wafer. When the unwanted silicon is etched away a three-dimensional structure is created.” This is repeated dozens of times, layer upon layer, leaving a grid of hundreds of chips on one silicon wafer.The light has to be focused in a vacuum to stop it being absorbed by air – a difficult technological feat – and the parameters are so small that the machine is working “to within the size of an atom”.The tiniest speck of dust infiltrating the machine could ruin the design, leaving blank spaces on the chips.ASML now employs about 20,000 people, mostly engineers and most in Veldhoven, but it also has sites in Asia and the US.And as it grows it is hiring. Some 3,000 new posts were added last year, with a similar number of new jobs expected this year.
2018-05-14 00:00 reading：1961
ASML Continues to Ramp EUV Shipments
Trade news

ASML Continues to Ramp EUV Shipments

　　Dutch microlithography system vendor ASML said it on track to grow sales by at least 25 percent this year after a strong third quarter characterized by strong demand for 193-nm tools and the continued ramp up deliveries for next-generation extreme ultraviolet (EUV) systems.　　ASML (Veldhoven, the Netherlands) said it shipped three Twinscan NXE:3400B EUV tools in the third quarter, raising the total for the year so far too six. NXE:3400B is ASML's second-generation EUV production tool intended for volume production at the 7nm and 5nm nodes.　　ASML said it currently has a backlog of 23 EUV systems, down from a backlog of 27 systems at the end of the second quarter. The company said it also demonstrated during the second quarter that its EUV pellicle — which protects the photomask from particles during exposure — is capable of withstanding 250 watts of EUV power, another important milestone in the development of EUV.　　Among other third quarter highlights, ASML also announced the shipment of the first product jointly developed with the engineering team of Hermes Microvision, the Taiwanese pattern verification system vendor it bought last year for about $3.1 billion. The product, ePfm5, is a pattern fidelity metrology tool that offers customers enhanced capabilities for detecting patterning defects, ASML said.　　ASML reported third quarter sales of about 2.45 billion euros (about $2.9 billion), up 17 percent compared with the second quarter. The firm reported a third quarter net income of 557 million euros (about $657 million), up 20 percent from the second quarter.　　For the fourth quarter, ASML said it expects sales to slide to about 2.1 billion euros (about $2.48 billion). The firm expects its fourth quarter gross margin to be about 44 percent, up from 42.9 percent in the third quarter.　　With the strong third quarter sales and fourth quarter guidance, ASML affirmed its earlier guidance that its 2017 sales will be up at least 25 percent compared to 2016.　　"Our current view is that the positive business environment that we are seeing today will continue in 2018, supported by our strong backlog of 5.7 billion euros [$6.7 bill], which is driven by all product categories," said ASML President and CEO, Peter Wennink, in a press statement.
2017-10-20 00:00 reading：1911
ASML Posts Strong Sales as EUV Orders Surge
Trade news

ASML Posts Strong Sales as EUV Orders Surge

　　Semiconductor lithography equipment vendor ASML Holdings NV posted better-than-expected second quarter revenue driven by sales to the booming memory chip sector and reported a significant increase in sales of next-generation extreme ultraviolet (EUV) lithography tools.　　ASML (Veldhoven, the Netherlands) reported that it sold an additional eight EUV systems in the second quarter, bringing  its EUV backlog to 27 tools valued at about 2.8 billion euro (about $3.26 billion). The firm also announced that it demonstrated the key productivity metric of 125 wafers per hour (125) on an EUV tool at its headquarters.　　Second quarter sales increased to 2.1 billion euro (about $244) million, up 8 percent compared to the year ago quarter. The company said it is on track to grow sales about 25 percent this year.　　ASML said it expects sales to memory companies—DRAM vendors—to grow about 50 percent this year as the memory sector enjoys one of its best upcycles in history.　　The demonstration of 125 WPH productivity is considered a key milestone for EUV tools. Chip vendors have long insisted that EUV tools must be capable of this level of throughput to be cost effective in volume manufacturing. ASML announced last week that its EUV source power had been demonstrated to achieve a level of 250 watts—the power threshold seen as the key to 125 MPH productivity.　　Leading edge chip manufacturers, including Intel, Samsung and TSMC, are hoping to insert oft-delayed EUV lithography into volume production in the next two years.　　A spokesperson for ASML said the 250 MPH metric was achieved in a standard test at the company's Veldhoven headquarters according to conditions like those that ASML runs for standard acceptance test protocol. This protocol typically includes many tests that are completed to qualify a system for shipment and test to ensure the tool performs according to specification, according to the spokesperson.　　ASML said it expects sales to increase to about 2.2 billion euro (about $2.56 billion) in the third quarter.　　"Our current view is that the positive business trends that we are seeing in 2017 are likely to continue as we enter 2018," Peter Wennink, ASML president and CEO, said.
2017-07-21 00:00 reading：1780
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