# ASML Raises Sales Forecast Again Amid Strong AI Chip Demand

Increased demand for AI chips drives ASML to raise its sales forecast for the second time this year.

- **Source:** [US Top News and Analysis](https://brifing.si/source/635540e9-943e-450d-ae52-ae0bfe3b67eb)
- **Published:** 2026-07-15
- **Topic:** [Business](https://brifing.si/c/business)
- **Original article:** <https://www.cnbc.com/2026/07/15/asml-2q-earnings-ai-chips-orders.html>
- **On Brifing:** https://brifing.si/s/8fd2964d-496b-4758-810c-43267a07411d

## ASML's Sales Forecast

ASML has raised its sales forecast for the second time this year due to increased demand for AI chip production. The company now expects full-year sales to be between €43-45 billion, with a gross margin of 54-56%.

## AI Chip Demand

The surge in demand for AI chips has led ASML's customers to ramp up production capacity. This has kept the demand for the company's high-end EUV machines strong.

## TSMC's Role

TSMC, one of ASML's largest customers, reported a 68% jump in June sales driven by strong demand for AI chips. TSMC plans to build two advanced chip packaging plants in Taiwan.

## Capacity Expansion Plans

ASML aims to increase its low NA EUV capacity by 30% and DUV capacity by 30% by 2026. These plans will better prepare the company for long-term demand.

## Investor Concerns

The rising demand for AI chips has raised investor concerns about the sustainability of this growth. ASML also faces tightening export restrictions on advanced chip equipment.

## Long-Term Goals

ASML will update its long-term goals at its Capital Markets Day in June next year. This update will shed light on the company's future growth strategies.

## Sources covering this story

- https://www.cnbc.com/2026/07/15/asml-2q-earnings-ai-chips-orders.html — 

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_Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._
