ASML Lifts 2026 Revenue to €43–45B, Plans 30% Production Hike in Response to AI Chip Demand

According to Wedbush Securities' latest research, ASML upgraded its 2026 revenue guidance to €43–45 billion from €36–40 billion on July 17, and plans to increase EUV and DUV lithography capacity by approximately 30% in 2027 and potentially another 30% in 2028. The company reported Q2 revenue of €9.326 billion with a 54% gross margin. Wedbush noted that ASML's capacity expansion aligns with surging demand for advanced logic chips and memory semiconductors driving global AI data center buildout.

On the same day, TSMC reported Q2 revenue of $40.2 billion, up 33.7% year-over-year, with high-performance computing representing 66% of sales. The company raised its full-year revenue growth guidance above 40% and increased 2026 capital expenditure to $60–64 billion from $52–56 billion, plus an additional $100 billion U.S. investment commitment. Meanwhile, research firm SemiAnalysis projects Anthropic will reach $10 billion in GAAP operating profit by Q3 2026, with annual recurring revenue soaring from $9 billion at end-2025 to over $60 billion currently, potentially hitting $300 billion by end-2027 if monthly net new ARR of $15 billion holds.