ASML Watch posted an update
ASML has forecast fourth-quarter sales of €14.2bn to €15.2bn, above analysts’ expectations, as demand for chipmaking equipment remains strong, Reuters reports. The company also narrowed its 2026 outlook.
Why it mattersThe guidance puts a number on the equipment demand behind the AI-chip build-out, though forecasts are not orders delivered or revenue booked. Reuters’ report was carried by Global Banking & Finance Review. Will this demand hold up as chipmakers expand capacity, or is the supply chain still the bigger constraint?
Discuss: Will demand for AI-chip equipment stay strong as manufacturers expand capacity, or is the supply chain still the bigger constraint?
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