ASML Reports Record Q3 2026 Sales but Warns of Capacity Shortfall Through 2028

In Q3 2026, ASML posted net sales of €11.7 billion, the highest quarterly revenue in its history, with net income of roughly €5.0 billion and a gross margin of 57.5 %. The company sold 113 new lithography systems and generated €3.3 billion from installed-base services. ASML cautioned that its planned production capacity for 2027-2028 will not meet the surge in demand driven by AI investment.

ASML Reports Record €11.7 Billion In Q3 Sales As AI Demand Drives Capacity Expansion ASML Reports €11.7 Billion Q3 2026 Sales and Higher Profit Euronews

ASML is the sole supplier of extreme ultraviolet (EUV) lithography machines, required for the most advanced semiconductor nodes. The AI boom and expanding data-centre workloads have accelerated chipmakers’ capital spending, prompting customers such as TSMC, Samsung and Intel to place multi-year orders. In July, ASML announced a 30 % capacity increase for 2027 for both low-NA EUV and deep-ultraviolet immersion tools, with a similar rise planned for 2028.

The Globe and Mail (Toronto)

CFO Roger Dassen said ASML will address the shortfall by upgrading existing tools, introducing higher-throughput versions, and raising prices starting in 2027, with the full effect visible from 2028. The investor call is slated for 15:00 CEST on the day of the earnings release.

The Globe and Mail (Toronto)

• “Customers are asking us every single day to get more tools,” — CEO Christophe Fouquet

Euronews

• The investor call at 15:00 CEST will provide further detail on capacity-expansion plans.

The Globe and Mail (Toronto)

• A dividend of €1.88 per share is scheduled for payment on November 4 2026.

ASML Reports Record €11.7 Billion In Q3 Sales As AI Demand Drives Capacity Expansion

• ASML continues to evaluate additional manufacturing capacity to address the projected shortfall through 2028.

ASML raises 2026 sales outlook for a third time as AI demand outruns supply