ASML reported Q2 2026 net sales of €9.3 billion and net income of €2.9 billion, both exceeding guidance, primarily due to higher Installed Base Management sales. The company plans to increase its 2026 low NA EUV capacity of 65 units by 30% for 2027, with further investigation for another 30% increase in 2028. Similarly, ASML intends to add 30% to its 2026 DUV immersion capacity of 130 units for 2027, with potential for another 30% increase in 2028.
ASML's aggressive capacity expansion for advanced lithography tools confirms sustained, long-term demand for leading-edge logic and memory chips, tightening the supply chain for critical manufacturing equipment.