ASML reports Q1 net sales of €8.8B, vs. €8.5B est., and €2.8B net profit, vs. €2.5B est., and raises 2026 net sales forecast to €36B-€40B from €34B-€39B (Arjun Kharpal/CNBC)
THE SO WHAT
Beating Q1 and hiking the 2026 guide to up to €40B confirms ASML’s order book is locked in around AI demand — the wafer side of the stack is now as strategic as the GPU brands you recognize. Infra buyers need to model lithography capacity into their long-term compute assumptions, not just cloud contracts.
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