$ASML Raises 2026 Revenue Guidance to €44 Billion to €45 Billion, Its Third Hike This Year

ASML, the only firm that makes the lithography tools for the most advanced chips, raised its 2026 revenue guidance to 44 billion to 45 billion euros, its third increase this year, at roughly 56% gross margins.
Sales have more than quadrupled since 2019 on AI chip demand.
According to the author, the money chases the models at the top, but the real leverage sits at the base, with the one company every chipmaker has to buy from.