On July 15, global semiconductor lithography leader ASML Holding NV released its financial results for the second quarter of the 2026 fiscal year. Capitalizing on the global chip production expansion driven by the artificial intelligence (AI) boom, the company reported quarterly revenue and net profit that surpassed market expectations and announced its second upward revision of full-year guidance this year. This positive news drove ASML Holding NV's stock price to surge over 7% at the open in both Amsterdam and U.S. markets.

Financial data shows ASML Holding NV achieved net sales of 9.3 billion euros for the second quarter, exceeding market expectations of 8.8 billion euros. Net profit reached 2.9 billion euros, also surpassing the anticipated 2.6 billion euros. Given the ongoing acceleration of capacity expansion by global chip manufacturers, ASML Holding NV announced an upward revision of its full-year 2026 fiscal net sales forecast, increasing it from the previous range of 36 to 40 billion euros to a new range of 43 to 45 billion euros. The company also raised its full-year gross margin guidance from 51%-53% to 54%-56%.

ASML Holding NV CEO Christophe Fouquet noted that order intake from global customers showed extremely strong momentum in the first half of the year, with chipmakers in multiple countries accelerating their capacity expansion plans. This has directly translated into firm purchase commitments for the company's full portfolio of products. Fouque emphasized that to meet the surging downstream equipment demand, ASML Holding NV is implementing several measures to optimize cleanroom production space at its Veldhoven headquarters in the Netherlands and to expedite the shipment process. The goal is to increase production capacity for both Low-NA EUV lithography systems and DUV immersion lithography systems by 30% before 2026.