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ASML tops Q2 estimates on AI chip demand

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By Reuters | Updated: July 15, 2026

July 15 (Reuters) – ASML (ASML.AS), the ​world’s biggest supplier of equipment used ‌to manufacture computer chips, on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from makers of artificial ​intelligence chips offset uncertainty over sales ​to China.

Revenue for the three months ended ⁠June 30 was 9.33 billion euros ($10.90 billion), ​compared with the 8.80 billion euros expected by ​analysts, according to LSEG median estimates. Net income was 2.92 billion euros, compared with the 2.62 billion euros ​expected, according to LSEG data.

“Our customers (…) continue ​to accelerate their capacity expansion plans (…) providing ASML with increased ‌visibility ⁠into longer-term demand,” Chief Executive Christophe Fouquet said in a statement.

The Dutch company is the only maker of extreme ultraviolet lithography (EUV), which are ​needed to ​make cutting-edge ⁠chips. Customers including TSMC (2330.TW), Samsung (005930.KS), SK Hynix (000660.KS) and Micron (MU.O) are racing ​to add capacity for AI-related demand.

Separately, ​ASML ⁠CEO Christophe Fouquet announced that Intel (INTC.O) will use ASML’s new High-NA tool to make some of ⁠its ​most advanced “Panther Lake” chips, marking ​a first for the technology.

Reporting by Toby Sterling in Amsterdam, ​Nathan Vifflin in Gdansk, editing by Matt Scuffham

© Thomson Reuters 2026