tech
January 28, 2026
The AI infrastructure boom shows no sign of slowing down
ASML’s record orders show chipmakers are still betting big on AI data centers.
TL;DR
- ASML, a Dutch photolithography company, is the sole supplier of EUV equipment needed for cutting-edge chip manufacturing.
- The company reported 32.7 billion euros in net sales.
- New bookings reached a record 13 billion euros last quarter, more than double the previous quarter.
- ASML CEO Christophe Fouquet attributed the increased demand to customers' more positive medium-term market assessments based on robust expectations of AI-related demand.
- This suggests chip manufacturers are preparing for increased data center buildouts to support AI.