ASML raises 2026 revenue guidance to 38 billion euros amid strong AI demand

13 articles · Updated · The Motley Fool · Apr 22

ASML now expects 16% year-over-year revenue growth, up from its prior 11.6% forecast, citing increased customer capital expenditures.
The company attributes the improved outlook to surging demand for AI infrastructure, with customers like TSMC, Samsung, and Micron expanding production capacity to address ongoing memory shortages.
ASML's update signals continued robust demand for advanced chips, benefiting memory manufacturers such as Micron, whose stock has surged 60% this year amid rising DRAM and NAND prices.

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