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Capacity expansion targets are climbing faster than planned, signaling management
ASML earnings beat forecasts as Q3 profit reached €5 billion, AI chip demand exceeded planned supply through 2028 and customers sought orders into 2030.
ASML Holding reported record Q3 2026 net sales of €11.7b and guided Q4 net sales of €14.2b to €15.2b, while lifting full year 2026 sales expectations to a range of €44b to €45b with a gross margin around 56%. The group now expects demand for its advanced lithography tools to exceed planned capacity through at least…