AI-driven chip demand has completely reshaped market sentiment. Tech leaders like Meta, Oracle, NVIDIA, and AMD have signed multibillion-dollar deals with top chipmakers. These developments point to rising demand for ASML’s advanced lithography tools, which are crucial in creating next-generation chip circuitry.
Moreover, analysts predict ASML’s new bookings will reach 5.36 billion euros in the third quarter. That marks a strong rebound compared to the first half’s 9.48 billion euros total. Expectations for net income growth also remain firm, projected to rise 1.4% year-on-year to 2.11 billion euros. Investors now await signs that major customers like TSMC and SK Hynix are accelerating capacity expansion for 2026 and beyond.
However, expansion is not easy. Building chipmaking plants takes time, often stretching over years. Analysts are eager to see how quickly ASML’s customers can scale up. Each ASML tool costs about $300 million, with delivery lead times of eight to twelve months. That timing is crucial order too early, and costs spike; order too late, and production stalls.
During the pandemic, ASML’s backlog surged, straining delivery schedules. Since then, the firm has worked tirelessly to increase capacity and meet growing demand. The recent boom in AI data center investments could finally stabilize long-term growth.
As AI continues to reshape industries, every major chipmaker is preparing for higher output. Giants like Micron, Samsung, and SK Hynix plan to ramp up memory production for AI processors. Additionally, Intel’s improving outlook signals growing optimism across the semiconductor ecosystem.
With AI megadeals reshaping the chip landscape, ASML stands at the center of a technological revolution. The combination of surging AI demand, improved customer confidence, and rising bookings signals a promising road ahead.
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