The company that makes all the West’s chipmaking machines says it’s selling more than it expected thanks to ‘very strong momentum in both DRAM and advanced logic’
ASML, the Dutch manufacturer of semiconductor equipment used by virtually every major Western chipmaker, has raised its financial guidance for the year following stronger-than-expected demand. The upgrade reflects robust momentum across both DRAM memory and advanced logic chip production segments.
According to ASML’s CEO, market dynamics remain consistent between the two sectors, with customers in both memory and foundry businesses entering into long-term agreements that provide confidence to commit significant capital to capacity expansion. These aggressive capacity-building initiatives across both segments are driving increased orders for ASML’s manufacturing equipment.
The company now projects that advanced logic foundry-related net system sales will grow over 25% this year, representing a substantial increase from previous expectations. The remarks indicate similarly strong momentum in the DRAM segment, though complete figures were not included in the available excerpts.
ASML’s raised guidance is significant as a leading indicator for the semiconductor industry, since the company effectively operates as a critical bottleneck in global chip manufacturing. Equipment orders typically preview future production buildouts across the sector. The strong demand signals suggest semiconductor manufacturers remain confident in long-term capacity requirements, likely driven by ongoing growth in data center computing and AI applications.