ASML shares seen up after lifting 2026 outlook, raising EUV capacity targets

Infineon Technologies AG

15/07/2026 07:48

** Shares of Dutch semiconductor equipment maker ASML ASML.AS are seen opening up 4%-5% after it raised its 2026 revenue and gross margin outlook and increased long-term EUV production capacity targets
** Co now expects 2026 revenue of 43-45 billion euros  ($100.66 billion), implying 35%-40% annual growth, and gross margin of 54%-56%, up from its prior 51%-53% forecast
** ASML raises EUV production capacity targets to 85 tools in 2027 and 110 tools in 2028, citing stronger customer demand and improving visibility
** TD Cowen says 2028 EUV capacity of 110 systems could support about $300 billion in industry wafer fab equipment spending, while the higher 2026 outlook is the key near-term positive
** Shares of European semiconductor peers including ASM International ASMI.AS, BE Semiconductor BESI.AS and Infineon IFXGn.DE could also be in focus


($1 = 0.8742 euros)

 (Reporting by Nathan Vifflin in Gdansk)
 ((nathan.vifflin@thomsonreuters.com; +48 58 769 67 13;))