{"id":2768,"date":"2026-10-15T00:59:01","date_gmt":"2026-10-14T15:59:01","guid":{"rendered":"https:\/\/onepress.co.kr\/?post_type=briefing&p=2768"},"modified":"2026-10-15T01:00:21","modified_gmt":"2026-10-14T16:00:21","slug":"2026-10-15-asml-capacity-en","status":"publish","type":"briefing","link":"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-en\/","title":{"rendered":"ASML reports \u20ac11.7bn in quarterly sales and warns of a supply gap in 2027\u20132028"},"content":{"rendered":"

2026-10-15 00:59:01 KST<\/strong><\/p>\n

On October 14, ASML reported approximately \u20ac11.7 billion in third-quarter sales and said its currently planned supply would not fully meet customer demand in 2027 and 2028.<\/p>\n

The sales figure describes a completed quarter, while the supply gap is a company forecast, not a guarantee of AI investment growth or rising share prices.<\/p>\n

What does the sales figure include?<\/h2>\n

ASML supplies equipment and services used to print tiny circuit patterns on chips, rather than selling the chips themselves. The release gives exact net sales of \u20ac11.662 billion; \u20ac11.7 billion is rounded. Net income was \u20ac4.960 billion. Sales include services and productivity upgrades for equipment already installed, as well as new systems. Revenue growth therefore cannot be read as the same percentage increase in new machines sold.<\/p>\n

Why does customer interest affect production plans?<\/h2>\n

ASML attributes stronger short- and medium-term equipment demand forecasts to customers\u2019 expectations about AI investment. Some customers are interested in orders for 2029 and even 2030. Interest, however, is different from a signed order. Reuters describes expansion by chipmakers alongside upgrades to existing equipment. Factories and complex machinery take time to deliver, so a larger demand forecast does not immediately create an equal increase in available supply.<\/p>\n

\"ASML
AI-generated topic illustration, not an actual photograph, observation, forecast map or exact reconstruction of a scene, quantity or design.<\/figcaption><\/figure>\n

Which figures remain forecasts?<\/h2>\n

ASML expects full-year sales of \u20ac44\u201345 billion and fourth-quarter sales of \u20ac14.2\u201315.2 billion. These are forecasts combining completed business with estimates for a future quarter. The company is investigating ways to expand 2028 capacity beyond the previously discussed 30% increase. An investigation is not a confirmed extra output commitment. Customer spending, component supply and export restrictions can change the outcome.<\/p>\n

What should the next results clarify?<\/h2>\n

Compare equipment deliveries, service sales, whether expressions of interest become actual orders, and whether additional capacity plans become concrete. The release also describes uncertainty in forward-looking statements. Direct access to the official release returned 403 during this check, so we compared the official release text supplied by the search tool with Reuters\u2019 full report. This does not verify the entire investment outlook or every customer order.<\/p>\n

Primary sources and independent checks<\/h2>\n

Official release: results and supply forecast; direct access was 403, reviewed official text through search: ASML: Q3 2026 release<\/a><\/p>\n

Independent reporting: figures, customer investment, interviews and expansion; no stock forecast: Reuters \/ Euronext<\/a><\/p>\n

Read in other languages<\/h2>\n

\ud55c\uad6d\uc5b4<\/a> \u00b7 English<\/a> \u00b7 Espa\u00f1ol<\/a> \u00b7 \u65e5\u672c\u8a9e<\/a> \u00b7 Ti\u1ebfng Vi\u1ec7t<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Past sales and future capacity forecasts need separate readings; customer interest is not a firm order.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":[],"class_list":["post-2768","briefing","type-briefing","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing\/2768","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing"}],"about":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/types\/briefing"}],"wp:attachment":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/media?parent=2768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}