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ASML: third-quarter profit soars to 5 billion (+138 per cent), driven by AI

1' min read

Translated by AI
Versione italiana

1' min read

Translated by AI
Versione italiana

(Il Sole 24 Ore Radiocor) - Dutch technology giant ASML has announced record turnover and a surge in net profit in the third quarter, driven by strong demand for artificial intelligence.

The company’s net profit soared to 5 billion euros in the third quarter of 2026, representing an increase of 138 per cent compared with the 2.1 billion euros recorded in the third quarter of 2025 and a rise of 38 per cent compared with the second quarter of 2026 (€2.9 billion).

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ASML has also revised its revenue forecast for 2026 upwards, now estimating a figure of between 44 and 45 billion euros, compared with the range of 43 to 45 billion euros announced in July. Based in the south of the Netherlands, ASML is a key player in the technology sector, being the world’s largest supplier of photolithography machines, which are used in the production of semiconductors – a crucial component of artificial intelligence.

"Our customers continue to raise their short- and medium-term demand forecasts for equipment, mainly due to their expectations regarding the scale and duration of AI-related investments," said Christophe Fouquet, the company’s chief executive. Given this visibility on demand, “some customers are expressing an interest in placing orders with us for 2029, or even 2030,” he added.

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