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ASML says chip tool demand stretches to 2029-2030, prices to rise in 2027

Hardware1 min read

In brief

ASML said AI-driven spending shows no sign of slowing, with customers already lining up to order its advanced chipmaking tools for 2029 and 2030 output. The company warned it will struggle to meet demand despite plans to raise capacity 30% in 2027 and another 30% in 2028, and confirmed price increases starting in 2027.

  • Customers already placing orders for 2029-2030 output
  • Plans to raise capacity 30% in 2027 and another 30% in 2028
  • Price increases from 2027, full effect in 2028
  • Q3 2026: €11.7B net sales, €4.96B net profit
  • Full-year sales guidance raised to €44-45B

Demand outpaces supply

Dutch chipmaking equipment giant ASML said in its Q3 2026 earnings, published on October 14, that AI-driven demand has not slowed at all. According to the company, customers are already looking to place orders for advanced lithography tools for 2029 and 2030 output.

CEO Christophe Fouquet said ASML would struggle to meet demand despite plans announced in July to raise capacity by 30% in 2027 and another 30% in 2028. The company also confirmed it will raise prices starting in 2027, with the full effect showing in 2028.

Quarterly figures

ASML reported net sales of €11.7 billion and net profit of €4.96 billion for the quarter. It projects Q4 sales of €14.2-15.2 billion and raised its full-year sales guidance from at least €43 billion to €44-45 billion. Its €586 billion market valuation makes it Europe's largest company by market cap.

Customers and the spending wave

ASML's customers include Samsung, Intel and TSMC, which makes chips for Nvidia, as well as memory makers SK Hynix and Micron. CFO Roger Dassen said the company is still assessing the size of the Terafab opportunity, referring to Elon Musk's 100 million square feet semiconductor facility, which is expected to receive its first EUV tool from ASML in mid-2027.

Google, Amazon, Microsoft and Meta could collectively spend $725 billion on capex in 2026. Analysts expect global AI spending to rise 49.5% in 2026 to $2.7 trillion.

Why it matters

ASML is the key supplier of the machines that make AI chips, so its order book is a rare forward-looking gauge of the sector. The report pushes back on claims that AI infrastructure spending is cooling.

Sources

  1. Tom's HardwareFirst reported by
    ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom
#ASML#chip manufacturing#lithography#AI investment#semiconductor

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