AI boom could make ASML Europes first trillion-dollar company
The biggest ASML story is no longer just its earnings—it is the growing belief that the company could become Europes first trillion-dollar company. It is expected to be driven by its dominant position in the AI semiconductor supply chain. ASML has increased its forecast revenue for 2026 to a range of between €43 billion and €45 billion ($49 billion to $51 billion), and it announced an expansion of manufacturing capacity by 30% in the next two years. The significance of the news extends beyond the Netherlands-based provider of chip-making hardware. ASML is the sole supplier of the extreme ultraviolet (EUV) lithography system in the world; the companys capability to manufacture more equipment will help eliminate one of the main limitations hampering the race for global AI capabilities. For most of the past year, the pace of AI technology growth has been tied to a single corporation located in Veldhoven. ASMLs EUV systems can produce the highest-quality chips for Taiwan Semiconductor Manufacturing Co. (TSMC) and memory manufacturers Samsung and SK Hynix. But this time, the company provided more than just advertising of their growth plans. The yearly Low-Numerical Aperture (NA) EUV production capacity might grow from 65 in 2026 to 85 in 2027, and









