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    "url": "https://anawords.com/story/asml-q3-2026-results-ai-demand-capacity-2028",
    "title": "ASML says AI demand means its 2027 and 2028 supply will fall short, after record €11.7 billion quarter",
    "summary": "The chip-equipment maker raised its 2026 sales outlook to €44–45 billion and is looking at adding capacity beyond the 30% rise already planned. China’s share of its machine sales jumped to 23%.",
    "section": "Chips & Compute",
    "type": "report",
    "published": "2026-10-15T12:24:51+05:30",
    "updated": "2026-10-15T12:24:51+05:30",
    "version": 1,
    "author": {
        "name": "Mayank Sahu",
        "url": "https://anawords.com/author/mayank-sahu"
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    "how_checked": "Sources checked by AI; published under the editor’s standing approval. Not read line by line by a person before publication.",
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    "research_note": "https://anawords.com/research/asml-q3-2026-results-ai-demand-capacity-2028",
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        {
            "id": "f1",
            "text": "ASML’s Q3 2026 total net sales were €11.7 billion and net income €5.0 billion.",
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            "text": "ASML expects 2026 sales of €44–45 billion.",
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            "sources": [
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            "id": "f3",
            "text": "ASML says planned 2027 and 2028 supply will not fully meet customer demand.",
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            "id": "f4",
            "text": "Capacity for low-NA EUV and DUV immersion will rise 30% in 2027.",
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            "text": "China’s share of system sales rose to 23% from 14%.",
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            "sources": [
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            "id": "f6",
            "text": "Financial guidance for 2027.",
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        {
            "n": 1,
            "url": "https://www.sec.gov/Archives/edgar/data/0000937966/000162828026065813/pressreleasefinancialresul.htm",
            "title": "ASML Q3 2026 results press release (SEC Form 6-K)",
            "type": "official",
            "checked": "15 Oct 2026",
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                "archived": "2026-10-15T12:25:09+05:30"
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            "n": 2,
            "url": "https://www.scmp.com/tech/big-tech/article/3370904/asmls-chip-equipment-sales-china-soar-109-despite-us-export-curb-push",
            "title": "South China Morning Post: ASML’s chip equipment sales to China soar 109%",
            "type": "outlet",
            "checked": "15 Oct 2026",
            "archive": {
                "url": "https://web.archive.org/web/20261015070020/https://www.scmp.com/tech/big-tech/article/3370904/asmls-chip-equipment-sales-china-soar-109-despite-us-export-curb-push",
                "archived": "2026-10-15T12:30:20+05:30"
            },
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        },
        {
            "n": 3,
            "url": "https://uk.investing.com/news/earnings/asml-raises-capacity-plans-as-ai-demand-drives-record-q3-sales-4908944",
            "title": "Investing.com: ASML raises capacity plans as AI demand drives record Q3 sales",
            "type": "outlet",
            "checked": "15 Oct 2026",
            "archive": null,
            "original_gone": false
        }
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            "version": 1,
            "date": "2026-10-15T12:24:51+05:30",
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            "note": "First published. Research note published first. Sources checked by AI; approved for publication by the editor."
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        "facts_and_data": "Creative Commons Attribution 4.0 (CC BY 4.0)",
        "url": "https://creativecommons.org/licenses/by/4.0/",
        "article_text": "© Anawords. Quote with a link.",
        "attribution": "Anawords, https://anawords.com/story/asml-q3-2026-results-ai-demand-capacity-2028"
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