iTechGuides is reader-supported. When you buy through links on our site, we may earn an affiliate commission. As an Amazon Associate I earn from qualifying purchases. Learn more
ASML’s sales and profit are rising as chipmakers invest in capacity for AI-related advanced logic and memory chips—and those fabs need lithography equipment. ASML reported €32.7 billion in 2025 net sales and €9.6 billion in net income. In Q2 2026, it reported €9.3 billion in net sales and €2.9 billion in net income, then raised its full-year 2026 sales outlook to €43–45 billion. That outlook is management guidance, not a guaranteed result.
Why is ASML growing?
The immediate driver is increased investment in semiconductor manufacturing. AI-chip designers and cloud companies are driving demand for more advanced logic and memory chips. Chipmakers respond by expanding or upgrading fabrication capacity, which requires lithography systems and related services. ASML’s Q2 2026 results release links ongoing AI-related investment and progress in AI technologies to stronger demand for advanced logic and memory chips, and says that this supports the industry’s growth outlook: ASML Q2 2026 results.
ASML CEO Christophe Fouquet said customers had recently shared a “notably more positive assessment” of the medium-term market, based mainly on stronger expectations that AI-related demand would last. In its 2025 results release, the company said it expected 2026 to be another growth year, driven largely by higher EUV sales and growth in its installed-base business: ASML 2025 results. Those statements describe customer sentiment and management’s outlook; they do not establish how much AI-related demand will ultimately materialize.
Recommended Free Tools
What do ASML’s reported results show?
ASML’s reported 2025 figures show a profitable business across equipment and services. Its Q4 2025 net sales reached a record €9.7 billion, while net bookings for that quarter were €13.2 billion. Bookings are orders, not revenue already recognized; they can indicate future demand but should not be read as sales already delivered.
#1 Best Overall
![Arduino® UNO™ Q 4GB [ABX00173]- Hybrid Board, Qualcomm Dragonwing QRB2210 microprocessor (MPU) & STM32U585 Microcontroller(MCU), AI Vision, Voice, IoT, Robotics, Linux Debian OS, Wi-Fi 5, USB-C](https://m.media-amazon.com/images/I/51cl4xygwGL._SL160_.jpg)
- Dual-Brain Hybrid Power: Combines the Qualcomm Dragonwing QRB2210 MPU (Quad-core Arm Cortex-A53 @ 2.0 GHz CPU, Adreno GPU, AI acceleration) and the real-time, low-power STM32U585 MCU for advanced applications like object recognition, voice commands, and motion detection.
- AI & Linux Capabilities: Unlocks AI-powered vision and sound solutions; runs Linux Debian OS for coding in Python and supports the Arduino ecosystem with libraries and Sketches; quick start with Arduino App Lab.
- Advanced Features: Equipped with 4 GB LPDDR4 RAM, 32 GB eMMC built-in storage, ideal for single-board computer (SBC) mode, running multiple simultaneous high-level processes, more complex AI or ML models, extensive logs. Dual-band Wi-Fi 5 (2.4/5 GHz), Bluetooth 5.1, and high-speed headers for vision, audio, and display peripherals.
- Seamless Expansion & Connectivity: Features the classic UNO form factor for shields compatibility, an 8x13 LED matrix, and a Qwiic connector for easy expansion with Modulino nodes; power and connect via the USB-C connector.
- Intended Use & Development: The perfect platform for prototyping robotics or IoT projects, empowering innovators with a unified development experience to mix Arduino Sketches, Python scripts, and containerized AI models in a single interface.
| Measure | Reported amount | What it represents |
|---|---|---|
| 2025 total net sales | €32.7 billion | Full-year sales |
| 2025 net income | €9.6 billion | Full-year profit after expenses |
| Q4 2025 net sales | €9.7 billion | Quarterly sales; a company record |
| Q4 2025 net bookings | €13.2 billion | Quarterly orders, including €7.4 billion in EUV bookings |
| Q2 2026 net sales | €9.3 billion | Quarterly sales |
| Q2 2026 gross margin | 54.0% | Share of sales remaining after cost of sales |
| Q2 2026 net income | €2.9 billion | Quarterly profit after expenses |
The 2025 and Q2 2026 figures are reported results; the €43–45 billion full-year 2026 sales range is a forecast. ASML raised that outlook in its Q2 2026 release, citing demand from customers investing in AI-related capacity: ASML Q2 2026 results.
How does AI demand translate into ASML sales?
- AI workloads increase demand for computing. AI-chip designers and cloud providers need advanced processors and memory to build and operate AI systems.
- Chipmakers plan more capacity. To meet demand, manufacturers invest in fabs and production equipment for advanced logic and memory chips.
- Fabs need lithography. Lithography systems pattern circuits on silicon wafers. The most demanding chip layers use EUV, while DUV systems serve a broad range of manufacturing needs.
- ASML sells systems and supports them in use. Revenue can come from new equipment as well as maintenance, upgrades, and other installed-base services.
The link is indirect: AI companies do not generally buy lithography systems from ASML themselves. Semiconductor manufacturers make the equipment investment, and the timing of orders, deliveries, and revenue recognition can differ.
Rank #2
- Dual-Brain Hybrid Power: Combines the Qualcomm Dragonwing QRB2210 MPU (Quad-core Arm Cortex-A53 @ 2.0 GHz CPU, Adreno GPU, AI acceleration) and the real-time, low-power STM32U585 MCU for advanced applications like object recognition, voice commands, and motion detection.
- AI & Linux Capabilities: Unlocks AI-powered vision and sound solutions; runs Linux Debian OS for coding in Python and supports the Arduino ecosystem with libraries and Sketches; quick start with Arduino App Lab.
- Advanced Features: Equipped with 2 GB LPDDR4 RAM, 16 GB eMMC built-in storage, ideal to develop in PC-connected mode, running the OS, Python scripts, and basic network services (SSH) without a demanding GUI or heavy multitasking; great for lightweight AI and memory-optimized TinyML applications, needing local storage for basic OS and core libraries. Dual-band Wi-Fi 5 (2.4/5 GHz), Bluetooth 5.1, and high-speed headers for vision, audio, and display peripherals.
- Seamless Expansion & Connectivity: Features the classic UNO form factor for shields compatibility, an 8x13 LED matrix, and a Qwiic connector for easy expansion with Modulino nodes; power and connect via the USB-C connector.
- Intended Use & Development: The perfect platform for prototyping robotics or IoT projects, empowering innovators with a unified development experience to mix Arduino Sketches, Python scripts, and containerized AI models in a single interface.
Where does EUV fit in ASML’s business?
EUV, or extreme ultraviolet lithography, is central to producing the most advanced chips because it can pattern very small features on demanding layers. ASML’s 2025 figures show substantial sales from both EUV and DUV systems, alongside service and metrology businesses.
| 2025 business category | Sales | Why it matters |
|---|---|---|
| EUV systems | €11.6 billion | Equipment for the most demanding lithography layers; Q4 EUV bookings were €7.4 billion. |
| DUV systems | €12.0 billion | A separate lithography technology with a broad role in chip production. |
| Metrology and inspection | €825 million | Tools used to measure and inspect manufacturing processes. |
| Installed-base management | €8.2 billion | Services and support for equipment already in customers’ fabs. |
These categories help explain why growth is not just a story about selling new EUV machines. DUV systems remain a major sales line, and service revenue comes from the large base of ASML equipment already operating in fabs. The company’s 2025 presentation provides the business breakdown: ASML 2025 presentation.
Rank #3
- Single core ARM Cortex-A7 32-bit core, integrated with NEON and FPU
- Built in Micro's self-developed 4th generation NPU, with high computational accuracy and support for mixed quantization of int4, int8, and int16. Among them, int8 has a computing power of 0.5 TOPS and int4 has a computing power of up to 1.0 TOPS
- Built in self-developed 3rd generation ISP3.2, supports 4 million pixels, and supports various image enhancement and correction algorithms such as HDR, WDR, and multi-level denoisin
- It has powerful encoding performance, supports intelligent encoding, adapts to save bit rates according to the scene, and saves more than 50% of the bit rate compared to conventional CBR mode, making the captured images high-definition, smaller in size, and doubling the storage space
- The design with built-in RISC-V MCU supports low-power fast startup, 250ms fast capture, and simultaneous loading of AI model library, enabling facial recognition to be completed within 1 second
What is ASML planning for EUV capacity?
ASML said it planned roughly 30% more low-NA EUV capacity in 2027 than in 2026, and was investigating a further 30% increase for 2028. The potential 2028 increase was under investigation, not a confirmed production commitment. Capacity plans indicate how ASML is preparing for expected customer demand; they are not proof that every planned system will be sold or delivered on schedule. See the company’s Q2 2026 update for its outlook: ASML Q2 2026 results.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.What could slow or reverse the growth?
China demand and export restrictions
China was an important source of demand in 2024 and 2025, but ASML expected 2026 China sales to decline significantly from those strong levels. Export controls and changing customer demand can therefore offset some of the growth from AI-related investment. The company discussed the outlook in its 2025 reporting: ASML China-demand outlook.
Rank #4
- 【POWERFUL ESP32‑S3 CONTROLLER】Built‑in Xtensa 32‑bit LX7 dual‑core processor, 512KB SRAM, 8MB PSRAM, 16MB Flash for stable AI voice computing and multitask processing.
- 【Preloaded Dual AI Platforms】Comespre-installed with complete Deepseek and OpenAI voice dialogue projects.Experience intelligent voice interaction instantly. (Note: OpenAI functionality requires your own API key.)
- 【STABLE WIRELESS & CLEAR AUDIO】Integrated 2.4GHz Wi‑Fi + Bluetooth 5 (LE); dedicated audio decoding module for natural, responsive voice interaction.
- 【USER‑FRIENDLY VISUAL & PLUG‑AND‑PLAY】2” TFT‑SPI color screen shows real‑time chat; modular design, no extra wiring, ready to use after setup.
- 【FULL LEARNING SUPPORT】45 programmable GPIOs, rich interfaces, online web tutorials, free technical support for beginners & developers.
AI investment may not follow expectations
ASML’s outlook depends partly on customers’ expectations that AI-related demand will persist. If chipmakers scale back expansion plans or delay equipment purchases, orders and future sales could be affected. Management guidance is a forecast based on conditions and expectations at the time, rather than a promise.
Do these 3 things before closing this tab:
1Clear out junk files and repair common Windows errors2Scan for outdated or missing drivers - takes under a minute3Repair Windows errors before they cause bigger problemsOrders and sales occur on different timelines
Bookings signal orders, but equipment must still be produced and delivered before it becomes recognized sales. A strong quarter for bookings can support future growth while leaving room for timing changes between orders and reported revenue.
What is the latest reporting date to know?
ASML’s investor calendar scheduled its Q3 2026 results for October 14, 2026. The Q2 figures and 2026 guidance above reflect the information available before that scheduled release; consult the ASML investor calendar for the latest reporting dates and results.
Quick Recap
Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
