ASML reported a strong Q2 beat with €9.3 billion revenue and 54% gross margin, exceeding its previous guidance. The company now projects full-year 2026 revenue between €43-45 billion, up from €36-40 billion, driven by robust demand from both logic and memory customers. ASML also announced plans to increase its EUV and DUV immersion system capacity by approximately 30% annually through 2027, with potential further expansion in 2028.
ASML's aggressive capacity expansion and raised outlook confirm sustained, high-volume demand for advanced chip manufacturing equipment from both AI logic and memory sectors.