面对半导体市场的庞大需求，ASML 已完成与主要客户的定价谈判，相关效益将于未来几年陆续体现，且公司正致力于缩短生产周期并兴建新园区以加快出货。财务长 Roger Dassen 也透露已将伊隆·马斯克在德州投资逾 150 亿美元的晶片合资项目 Terafab 纳入未来产能规划，显见晶片大厂与新进业者扩充基础设施的强劲动能。
在市场分布方面，南韩在第三季为 ASML 最大设备市场，其次为台湾与中国大陆，其中中国大陆预计贡献今年约 20% 的营收。尽管受到美国出口管制限制而无法向中国大陆供应最先进的极紫外光（EUV）微影设备，且面临更严格的法案限制，ASML 管理层认为限制设备出口虽会减缓中国大陆进程，但无法阻止其自主研发晶片技术。
Driven by soaring artificial intelligence spending that boosts demand for chip-making machinery, Dutch semiconductor equipment giant ASML raised its full-year 2026 sales outlook to between €44 billion and €45 billion, with its gross margin rising to 57.5% last quarter. The company stated that its current supply plans will not fully meet market demand in 2027 and 2028, prompting it to actively explore ways to expand capacity further in 2028, while some customers are already expressing interest in placing orders for 2029 and 2030.
In response to immense industry demand, ASML has completed pricing negotiations with key clients—effects of which will be reflected over the coming years—while also striving to cut manufacturing cycle times and constructing a new campus to accelerate shipments. Chief Financial Officer Roger Dassen revealed that Elon Musk's more than $15 billion Terafab chip-making venture in Texas has been incorporated into future capacity planning, underscoring strong momentum from major chipmakers and new infrastructure initiatives. (Key numbers: 150)
Regarding regional market distribution, South Korea remained ASML's largest tool market in the third quarter, followed by Taiwan and China, with China projected to account for around 20% of total revenue this year. Although US-led export controls prevent ASML from shipping its most advanced EUV lithography machines to China amid proposals for even tighter restrictions, management noted that limiting tool supplies may slow China down but will not stop it from developing homegrown solutions.