ASML raised its full-year 2026 outlook to EUR 43-45 billion in net sales and 54%-56% gross margin as customers accelerate capacity additions.
ASML is expanding Low-NA EUV capacity toward approximately 85 systems in 2027 and investigating approximately 110 systems in 2028 ahead of firm orders.
Intel Foundry announced it is using ASML's High-NA EUV technology in production on Intel 18A for a subset of Core Ultra Series 3 processors.
ASML is raising the throughput of its next Low-NA EUV system, NXE:3800F, to 260 wafers per hour to support capacity around 2028.
ASML plans to introduce new installed-base upgrade products in 2027 and 2028 as customers request faster capacity additions on existing lithography tools.
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