ASML Holding’s administration says demand tied to synthetic intelligence is proving extra sturdy than beforehand anticipated, with prospects accelerating capability planning that’s more likely to assist orders for the Dutch firm’s most superior lithography methods into and past 2026.
In a video interview accompanying ASML’s fourth-quarter and full-year 2025 outcomes, CEO Christophe Fouquet mentioned prospects have grown extra assured within the sustainability of AI-related demand in latest months, prompting them to step up medium-term funding plans. That shift, he mentioned, is translating into stronger demand for ASML’s superior instruments throughout each logic and reminiscence manufacturing.
“We see a strong belief that the AI demand is real,” Fouquet mentioned within the interview, including that prospects are getting ready for “a major addition of capacity” that can start in 2026 and prolong past that.
EUV demand rises throughout logic and reminiscence
Fouquet mentioned the improved outlook is seen throughout a number of segments of the semiconductor business. In logic, prospects have gotten extra comfy with long-term AI demand and are accelerating capability plans as they transfer from 4nm to 3nm manufacturing and put together for future 2nm ramps for cell and high-performance computing functions.
In reminiscence, he mentioned demand is robust not just for high-bandwidth reminiscence but in addition for DDR merchandise, creating tight provide circumstances which can be anticipated to persist into 2026 and past. That surroundings is driving prospects to ramp extra superior DRAM nodes, which require the next variety of excessive ultraviolet lithography layers.
CFO Roger Dassen mentioned ASML expects EUV income to extend considerably in contrast with 2025 on account of these developments. While the corporate expects its non-EUV methods enterprise to be broadly flat yr over yr, he mentioned demand inside that section stays strong for superior logic and reminiscence, in addition to for metrology and inspection instruments tied to tighter course of management.
Dassen additionally mentioned ASML expects continued development in its put in base enterprise, supported by the increasing fleet of EUV methods and buyer curiosity in upgrades as a sooner manner so as to add output capability.
Shares hit report excessive on investor optimism
Investors have responded positively to ASML’s outlook. The Financial Times reported that ASML shares rose 7% to a report excessive in Amsterdam following the corporate’s forecast for robust gross sales development, lifting year-to-date good points to greater than 20% and pushing its market worth to just about EUR500…
