Post by ASML

🚨 BREAKING: We just reported our Q2 2026 financial results! 📈 Our Q2 2026 total net sales were €9.3 billion. It was a very good quarter as we executed against strong demand across our product portfolio. 🤝 “Ongoing AI-related investments and continued progress in AI technologies are driving demand for advanced Logic and Memory chips, further strengthening the semiconductor industry's growth outlook,” ASML President and CEO Christophe Fouquet said. “Our customers, in turn, continue to accelerate their capacity expansion plans. This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand. Our order intake remained extremely strong in the first half of the year.” ⚙️ “Based on this momentum, we are planning to add 30% to our 2026 0.33 NA EUV capacity of around 65 for 2027, and we are investigating to increase capacity with another 30% for 2028. Similarly, we plan to add 30% to our 2026 DUV immersion capacity of around 130 for 2027, and we are investigating to increase capacity with another 30% in 2028. In addition, we are continuing to significantly expand our upgrade portfolio.” ➡️ We expect third-quarter 2026 total net sales between €11.0 billion and €12.0 billion. We expect R&D costs of around €1.2 billion and SG&A costs of around €0.4 billion. 📊 "Given the business dynamics discussed above, we now expect total net sales for 2026 to be between €43 billion and €45 billion, with a gross margin between 54% and 56%,” Fouquet said.