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AMS:ASML 3 January 2026 - 1 February 2026

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML reported Wednesday that its fourth-quarter bookings soared to €13.2 billion, well above estimates, driven by chipmakers ramping up orders for AI chip equipment. The company also lifted its 2026 sales forecast to between €34 billion and €39 billion, reversing earlier guidance that predicted flat or declining growth versus 2025. This new outlook surpasses the analyst consensus, which stood near €35 billion, according to LSEG data.
ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML shares soared to a fresh peak on Thursday, lifting the chip-equipment giant's market cap past the $500 billion mark. This followed TSMC's decision to boost its 2026 capital expenditure, aiming to meet the rising demand for AI-related chips. By 0952 GMT, ASML was up 4.3%, marking a 23% gain for January so far. “The new plan is great for equipment vendors in 2026, it will lead to consensus estimates upgrades across the board,” said Degroof Petercam analyst Michael Roeg.
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