ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-10-14

ASML just reported Q3 2026 earnings, and management delivered a major update: the company cannot fully meet customer demand for the next two years. With net sales hitting €11.66 billion—up 55% year over year—these results reshape the trajectory for the entire wafer fab equipment (WFE) industry. In this episode, we break down the quarterly print and what extended capacity constraints mean for semi equipment through 2028: End-Market Shift: How memory chipmakers and installed base management offset softer logic spending to drive the top-line surge. Profitability & Cash: Net income near €5 billion (including ~€500M from ASML’s Mistral AI s...