What was ASML's record order intake in late 2025?

In the final quarter of 2025, ASML booked 13.2 billion euros in orders for its chip-making equipment.

How is the AI boom impacting ASML's business?

The AI boom is driving ASML's business, with customers anticipating strong AI demand, leading to expanded capacity plans and record order intake for advanced EUV machines.

What is ASML's growth forecast for 2026?

ASML expects 2026 to be another growth year, largely driven by a significant increase in EUV sales and growth in its installed base business sales.

Home / Business and Economy / ASML's Record Orders Fuel AI Boom Hopes

ASML's Record Orders Fuel AI Boom Hopes

28 Jan

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Summary

ASML booked 13.2 billion euros in chip equipment orders last quarter.
Over half of these orders were for advanced EUV lithography machines.
The company forecasts significant growth in 2026 driven by AI demand.

In the final quarter of 2025, ASML achieved a new record by booking 13.2 billion euros in orders for its chip-making equipment. A significant portion, over half, of these orders were for its highly advanced extreme ultraviolet (EUV) lithography machines. This strong performance is directly linked to the ongoing artificial intelligence boom, bolstering expectations for the sector's sustained growth.

ASML's Chief Executive Officer, Christophe Fouquet, noted a more positive market outlook from customers anticipating robust AI demand. This sentiment is reflected in expanded medium-term capacity plans and the company's record order intake. Consequently, ASML anticipates 2026 will be another year of growth, with substantial increases expected in EUV sales and its installed base business.

The company also announced plans to cut approximately 1,700 jobs, affecting about 4% of its global workforce, to enhance agility and focus on core engineering tasks. ASML holds a near-monopoly on the machinery essential for producing advanced AI chips. The company's shares saw a notable surge following the announcement, indicating market confidence in its future prospects amidst the AI investment surge.