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[News] ASML Raises 2026 Sales Outlook to €36B–€40B on Memory, Logic Demand; South Korea Share Hits 45%
What happened
ASML raised its 2026 revenue outlook to €36B-€40B, driven by strong demand for EUV and DUV tools from memory and logic customers. South Korea's share of sales surged to 45% in Q1, underpinned by multi-year equipment orders from Samsung and SK hynix, while China's share fell to 19% amid geopolitical pressures. Bullish: The upward revision and massive, long-term customer capex commitments signal sustained, high-demand visibility for advanced lithography tools.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
EUV LithographyDUV Lithography
capexdemand-surgeoutlook-upgrade
Source and time
Source: TrendForce · 4/14/2026 · View original source
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