Back to today’s briefing

Story perspectives

ASML lifts 2026 outlook, expands EUV shipments

7/16/2026

50 5 Full Breakdown

Summary

ASML Raises Outlook

ASML NV raised its 2026 sales outlook to €43-45 billion, up from €36-40 billion, Q2 revenue €9.33 billion and net profit €2.92 billion beating forecasts and lifting price 5%.
Company officials said EUV capacity will rise 30% in 2026-27 and shipments will reach 60 tools in 2026 and 80 in 2027.
Intel began using the €350 million High-NA EUV system as China accounted for 14% of Q2 sales and 20% of revenue despite bans.

Summary

ASML Beats Forecast

South Korea accounted for 43% of shipments in Q2 2026, Taiwan 30%, China 14% and the United States 9%.
Immersion ArFi systems comprised 29% of shipments, KrF 6% and ArF Dry 4%.
Installed Base Management generated €2.7617 billion, about €300 million above forecast.
ASML repurchased €1.1 billion of shares and will pay a €1.88 interim dividend on August 5.

1 of 2

ASML Raises Outlook

ASML NV raised its 2026 sales outlook to €43-45 billion, up from €36-40 billion, Q2 revenue €9.33 billion and net profit €2.92 billion beating forecasts and lifting price 5%.
Company officials said EUV capacity will rise 30% in 2026-27 and shipments will reach 60 tools in 2026 and 80 in 2027.
Intel began using the €350 million High-NA EUV system as China accounted for 14% of Q2 sales and 20% of revenue despite bans.

1 / 2