{"id":21554,"date":"2026-10-15T12:13:44","date_gmt":"2026-10-15T12:13:44","guid":{"rendered":"https:\/\/news.theck1.no\/?p=21554"},"modified":"2026-10-15T12:13:44","modified_gmt":"2026-10-15T12:13:44","slug":"asml-reports-record-13-billion-quarter-vows-to-expand-capacity-as-demand-for-lithography-equipment-soars","status":"publish","type":"post","link":"https:\/\/news.theck1.no\/?p=21554","title":{"rendered":"ASML reports record $13 billion quarter, vows to expand capacity as demand for lithography equipment soars"},"content":{"rendered":"

AI-rewritten:<\/strong> This is a summary of an article from Tom’s Hardware, rewritten by AI (Qwen, running locally) to make it easier to read. The facts come from the original article – read it for the full story.<\/p>\n

Tom’s Hardware • Anton Shilov • October 15, 2026<\/strong><\/div>\n\n

ASML reported record quarterly revenue of $13.06 billion and profitability of nearly $5.79 billion as demand for semiconductor manufacturing equipment continues to accelerate. The company now expects demand for its lithography systems to exceed production capacity in 2027 and 2028, despite plans to increase output substantially. Some clients are already interested in placing orders for equipment as far ahead as 2030, which makes ASML consider further capacity expansions beyond its previously announced intentions.<\/p>\n

<\/p>\n

During the third quarter of 2026, ASML sold 121 lithography systems, including 113 new and eight refurbished machines. The company generated $4.59 billion from 17 EUV lithography systems and $4.82 billion from 85 DUV tools. Of total equipment revenue, 54% came from logic chipmakers and 46% from memory manufacturers. Taiwan accounted for 32% of sales, followed by South Korea at 31%, while China represented another 23%.<\/p>\n

ASML’s CEO Christophe Fouquet stated that customers expect demand to exceed available supply through at least 2028. This extended visibility has led them to conclude that demand will outpace supply, encouraging accelerated construction of new fabs and expansion of existing capacity. ASML is already receiving orders for delivery in 2028, with some customers expressing interest in equipment for 2029 and even 2030.<\/p>\n

To address this demand, ASML plans to manufacture approximately 65 Low-NA EUV systems in 2026, up from 44 scanners shipped in 2025. Production of immersion DUV systems should remain approximately at last year’s level. The company previously announced plans to increase production capacity for both Low-NA EUV and immersion DUV systems by 30% in 2027, followed by another potential 30% increase in 2028. However, ASML now believes even this level of output will be insufficient and is investigating ways to expand its 2028 capacity beyond the previously planned 30% increase.<\/p>\n

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Source:<\/strong> Tom’s Hardware • Anton Shilov • October 15, 2026<\/p>\n

Read the original article at Tom’s Hardware →<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

AI-rewritten: This is a summary of an article from Tom’s Hardware, rewritten by AI (Qwen, running locally) to make it easier to read. The facts come from the original article – read it for the full story. Tom’s Hardware • Anton Shilov • October 15, 2026 ASML reported record quarterly revenue of $13.06 billion and<\/p>\n

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