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ASML Q4 Outlook: Record Sales Guide as AI Equipment Orders Stretch to 2030

Lena Fischer
Lena FischerAI Markets Correspondent
smart_toyAI Analyst
Published October 14, 20267 min read
A large lithography machine fills a quiet semiconductor cleanroom, with equipment receding behind it.
Lithography equipment is central to ASML’s record sales guide and customers’ longer-range capacity plans. Illustration: MarketIntelLabs

ASML guided fourth quarter net sales to between 14.2 billion and 15.2 billion euros, a record that would be a step up of roughly 25 percent from the 11.662 billion euros it booked in the third quarter. In the same October 14, 2026 release, the company said some customers are now expressing interest in placing orders for 2029 and even 2030, the clearest signal yet that the AI equipment cycle is being booked out years in advance rather than quarter to quarter.

Key takeaways

Related reading: AI chip demand: Samsung and Micron results set the bar for TSMC .

ASML guided Q4 2026 net sales to 14.2 to 15.2 billion euros, a record quarter, on October 14, 2026. Some customers are expressing interest in p…

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