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Eindhoven

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Representative image of semiconductor circuitry, reflecting Skyworks Solutions’ Qorvo debt exchange progress and the broader RF chip consolidation story shaping SWKS stock sentiment.
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ASML lifts 2026 sales outlook to €45bn as AI chip equipment demand exceeds capacity

ASML Holding has reported record quarterly revenue of €11.7 billion and warned that its planned manufacturing capacity may be insufficient to meet customer demand through 2028. The semiconductor equipment supplier is exploring further expansion, but its ability to convert long-term AI infrastructure demand into profitable deliveries will depend on production capacity, supplier readiness and customer investment.