ASML Raises Sales Forecast as AI Demand Boosts Growth
THE SO WHAT
ASML lifting its 2026 sales forecast to €36B–€40B is a hard capex signal — advanced lithography is the real gating factor on AI scale, not just GPUs. If you’re betting on “more compute later,” assume longer lead times and higher effective prices as ASML’s backlog becomes the invisible constraint in your roadmap.
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