# ASML raises 2026 revenue forecast to €43-45bn after Q2 beat driven by AI chip demand
> The Netherlands-based chipmaking equipment maker ASML reported Q2 2026 net sales of €9.33 billion and net income of €2.92 billion on July 15, beating guidance, and raised its full-year 2026 sales forecast to €43-45 billion from €36-40 billion, the second upward revision this year, citing surging demand for advanced chips tied to AI infrastructure investment

**Meta:** type: event · date: 2026-07-15 · heads: 누구의 돈인가, 장기전 · 7 takes · 4 lenses · 5 regions

## Summary

[ASML](/ko/entity/corporate/asml), the [Netherlands](/ko/entity/netherlands)-based maker of the extreme-ultraviolet lithography machines that produce the world's most advanced chips, reported Q2 2026 net sales of €9.33 billion and net income of €2.92 billion, beating its own guidance, according to Global Banking and Finance Review. The company raised its full-year 2026 revenue forecast to €43-45 billion, up from the previous band of €36-40 billion, marking the second upward revision this year. Pluang reported ASML is expanding production capacity for 2027 and 2028 to fill growing customer orders, and announced an interim dividend of €1.88 per share. AI infrastructure investment is the stated driver: hyperscaler and data-centre orders for advanced chips are sustaining ASML's EUV machine pipeline despite residual uncertainty about China sales under US export restrictions.

## The split

UK and US financial media focus on the earnings beat and AI chip demand as the headline frame. Indonesia's Pluang, serving retail investors in Southeast Asia, gives the most complete account of the guidance figures and dividend. MLQ.ai, an AI-sector publication, frames the second consecutive guidance upgrade as a structural signal rather than a one-quarter surprise, pointing to accelerating AI infrastructure capex. No coverage from East Asian chip-importing countries such as South Korea or Taiwan is in the current feed.

## By the numbers

- €9.33 billion, ASML Q2 2026 net sales
- €2.92 billion, ASML Q2 2026 net income
- €43-45 billion, revised full-year 2026 net sales forecast (up from €36-40B)
- 2nd, consecutive upward guidance revision in 2026
- €1.88, interim dividend per share

## Why it matters

ASML is the sole maker of the EUV machines that allow chipmakers to produce the most advanced semiconductors. Its order book and guidance are the best forward indicator of where global semiconductor capacity, especially AI-chip output, is heading. A second guidance raise in the same year signals that AI infrastructure spending is not slowing despite higher interest rates and trade-policy uncertainty around China.

## What to watch

- Whether rival chipmakers (TSMC, Samsung, Intel) confirm similar AI-demand tailwinds in their own Q2 results
- ASML's exposure to further US export restrictions on EUV sales to China, which remains a ceiling on upside
- Capacity expansion timelines for 2027-2028 and whether ASML can hire and build fast enough to meet orders

## Regional takes (batched by bias / lens)

### unlabelled
- **ASML** (Netherlands, en) — ASML's official Q2 2026 investor results page, published July 15.
  Source: https://www.asml.com/en/investors/financial-results/q2-2026
- **ASML Investor Relations** (Netherlands, en) — ASML's Q2 2026 investor presentation slides, published July 15 alongside the results.
  Source: https://ourbrand.asml.com/asset/9078cf4d-91fd-4dd9-a5d5-d1caab6dc046/2026_07_15_Presentation-Investor-Relations-Q2-2026.pdf
- **Investing.com** (Global, en) — 
  Source: https://www.investing.com/news/transcripts/earnings-call-transcript-asml-q2-2026-beats-guidance-as-ai-demand-lifts-outlook-93CH-4792156
- **SEC (EDGAR)** (United States, en) — ASML's formal financial results press release filed with the US Securities and Exchange Commission.
  Source: https://www.sec.gov/Archives/edgar/data/0000937966/000162828026048235/pressreleasefinancialresul.htm

### UK financial media; reported the Q2 headline figures (€9.33B revenue, €2.92B net income) and framed the beat as driven by AI chip demand offsetting China sales uncertainty
- **Global Banking and Finance Review** (United Kingdom, en) — Global Banking and Finance Review reported ASML's Q2 2026 results: €9.33B revenue and €2.92B net income, both beating guidance, with the beat attributed to AI-driven chip demand that offset residual uncertainty around China sales following US export restrictions on EUV machinery. The piece characterised the result as evidence that AI infrastructure spending was sustaining ASML's order pipeline.
  > "ASML reported better-than-expected Q2 earnings as AI chip demand offset China sales uncertainty, with revenue reaching €9.33B and net income €2.92B."
  Source: https://www.globalbankingandfinance.com/asml-tops-q2-estimates-ai-chip-demand/

### Southeast Asian investment platform; provided the full-year guidance revision (€43-45B from €36-40B), interim dividend (€1.88), and capacity expansion plans, framing the results from an ASEAN retail-investor perspective
- **Pluang** (Indonesia, en) — Pluang, an Indonesian retail investment platform, reported ASML's full-year guidance upgrade (€43-45B from €36-40B, the second upward revision in 2026), the €1.88 interim dividend, and ASML's plans for significant production capacity expansion in 2027-2028 to meet growing customer orders, providing the most complete single summary of the financial guidance items in the current feed.
  > "ASML raised its 2026 total net sales forecast to between €43 billion and €45 billion, driven by increased demand for advanced chips fuelled by AI investments."
  Source: https://pluang.com/en/news-feed/asml-laporan-penjualan-bersih-dan-laba-bersih-kuartal-2-2026

### AI-focused US media; highlighted the second consecutive upward guidance revision and situated ASML's results within the broader AI chip demand cycle
- **MLQ.ai** (United States, en) — MLQ.ai emphasised that ASML's guidance upgrade to €43-45B was the second upward revision of 2026, framing it as a signal that AI-driven semiconductor spending is accelerating faster than analysts anticipated. The piece drew a line from data-centre buildout and hyperscaler capex to ASML's EUV machine order book.
  > "ASML raised its 2026 revenue forecast to €43-45 billion from €36-40 billion, marking the second guidance increase this year as AI-driven semiconductor spending accelerates."
  Source: https://mlq.ai/news/asml-raises-2026-revenue-forecast-to-43-45-billion-on-surging-ai-chip-demand/

## Across the graph
- Related: [[asml-dossier]], [[asml-euv-china-components-dispute]], [[netherlands-asml-match-act-2026]]
- Entities: Corporate:asml, Netherlands

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