ASML boosts 2026 sales forecast to €44B as orders stretch into 2030

ASML stated on Wednesday that it cannot fully meet the surging demand for its chipmaking tools in 2027 and 2028. According to Reuters, the Dutch manufacturer is seeing such strong interest that some customers are already inquiring about placing orders for 2029 and 2030.

Chief Executive Christophe Fouquet said customers request more tools every single day. The company is investigating ways to build capacity beyond the previously planned 30% increase for 2027. Bloomberg reported that ASML raised the low end of its 2026 sales guidance to a range of €44 billion to €45 billion.

Supply constraints and market response

ASML shares rose 2.8% to €1,551.60 in Amsterdam following the announcement. The company noted that its most advanced tools take more than a year between order and delivery. This long lead time means ASML’s order book reflects commitments chipmakers have already made rather than speculative intent.

Pricing discussions with key customers are complete. The effects of these price changes will be visible partly through 2027 and fully from 2028. China remains responsible for approximately one-fifth of this year’s revenue, according to The Next Web.

Who is affected

This shortage directly impacts semiconductor manufacturers relying on ASML’s lithography machines. The monopoly nature of ASML’s most advanced tools means there are no alternative suppliers for these specific components. Consequently, chipmakers face extended wait times for critical production equipment.

Defender's checklist

Monitor supply chain communications for updated delivery timelines from semiconductor equipment vendors. Review capital expenditure plans for delays in equipment procurement. Assess the impact of potential price increases on long-term project budgets. Verify contract terms regarding delivery windows and penalties for late shipments.

Operational impact

Organizations should immediately review their semiconductor procurement schedules with supply chain managers. Teams usually need to identify alternative production timelines if equipment delivery is delayed. Check whether current contracts include clauses for extended lead times or price adjustments. Inform finance and operations leadership about potential bottlenecks in hardware acquisition. Ensure that strategic planning accounts for multi-year supply constraints.

What to do and how to stay safe: ASML

• Contact equipment vendors to confirm current delivery windows for critical machinery.
• Review existing supply contracts for clauses regarding delayed deliveries or price changes.
• Assess the impact of equipment shortages on long-term production schedules.
• Monitor vendor communications for updates on capacity expansion plans.

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General security guidance from the InfoSec Ledger newsroom. It is not confirmed advice from the organisations named in this story.

Frequently asked questions

When will ASML be able to meet full demand for its tools?

ASML states it cannot fully meet demand in 2027 or 2028, with customers already looking to 2029 and 2030.

Did ASML change its financial guidance?

Yes, ASML raised the low end of its 2026 sales guidance to between €44 billion and €45 billion.

Why is there such high demand for ASML tools?

AI-driven demand for chipmaking tools is so strong that ASML cannot satisfy all orders for 2027 and 2028.