🔬ASML Beats Q1 Estimates and Raises Full-Year Guidance on Surging AI Chip Demand
ASML Beats Q1 Estimates and Raises Full-Year Guidance on Su…
TL;DR
ASML reported Q1 2026 revenue of €8.77 billion ($10.38B), up 13% year-over-year, and EPS of €7.15, up 19%.
ASML reported Q1 2026 revenue of €8.77 billion ($10.38B), up 13% year-over-year, and EPS of €7.15, up 19%. The Dutch semiconductor equipment giant raised its full-year guidance to €36-€40 billion, citing accelerating AI-driven orders for EUV and High-NA lithography systems.
Key Points
Q1 revenue €8.77B (+13% YoY), EPS €7.15 (+19% YoY)
Full-year 2026 guidance raised to €36-€40B from €34-€39B
Demand driven by AI accelerator fabrication at TSMC, Intel, and Samsung
Why It Matters
ASML is the sole supplier of EUV lithography machines, making its guidance a key bellwether for the AI chip supercycle and data-center buildout.
Frequently Asked Questions
Why does this matter?
ASML is the sole supplier of EUV lithography machines, making its guidance a key bellwether for the AI chip supercycle and data-center buildout.
What happened?
ASML reported Q1 2026 revenue of €8.77 billion ($10.38B), up 13% year-over-year, and EPS of €7.15, up 19%.
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