ASML raises guidance again

Business · Heat 1.0 / 10 · 2 shows · 13m airtime

ASML raised its guidance for the third time in 2026 on October 14, citing strong AI demand. CEO Christophe Fouquet said 30% capacity growth next year and in 2028 would not be enough to meet demand, and the company is investigating growth beyond that level for 2028. Its CFO calls the Match Act unbalanced. The discussion now centers on how far orders stretch and whether supply can close the gap.

How 2 podcasts covered it

1. WSJ What's News, 2026-10-14 (3:39 to 5:18)
   Reports the third guidance raise and capacity gap
   Reports ASML's third guidance raise of the year, with the CEO saying 30% capacity growth next year and in 2028 will not be enough to meet demand, and the stock up about 70% since January.
   New angle: ASML CEO Christophe Fouquet said 30% capacity growth next year and in 2028 would not be enough to meet demand.
2. Bloomberg Tech, 2026-10-14 (0:22 to 11:46)
   Adds the CFO's criticism of the Match Act
   Covers ASML's raised 2026 outlook and the capacity math: 65 units planned for 2026, 30% growth for 2027, and a new investigation into going beyond 30% for 2028. Adds the CFO's on-record criticism of the Match Act and his warning that blocking tool servicing in China risks IP leakage.
   New angle: ASML is investigating capacity growth beyond 30% for 2028, and its CFO calls the Match Act unbalanced.