ASML Lifts 2026 Sales Forecast by €9 Billion as AI Capex Pulls Orders Forward

ASML raised its full-year 2026 sales guidance to €43–45 billion from €34–39 billion on July 15, marking the second upward revision since January. The Dutch chipmaking-equipment maker cited accelerating AI-driven capital spending from logic and memory customers. A €9–10 billion swing in six months signals customers are pulling orders forward faster than ASML's typical booking cycle would allow, pointing to genuine near-term demand rather than speculation.