ASML's record 3Q26 sales expose a capacity gap for AI chip demand through 2028

ASML reported record third-quarter 2026 net sales of EUR11.7 billion (approx. US$13.1 billion) and net income of EUR5 billion, while warning that its planned supply for 2027 and 2028 would fall short of customer demand. Growing AI investment is prompting the lithography equipment supplier to explore a larger capacity expansion for 2028, with some customers expressing interest in placing orders for 2029 and 2030.