It expects Q4 sales of berween €9.2 billion and €9.8 billion at a gross margin between 51% and 53%.
Net bookings in Q3 were worth €5.4 billion2 of which €3.6 billion was EUV
ASML expects a full-year 2025 total net sales increase of around 15% relative to 2024, with a gross margin of around 52% and does not expect 2026 total net sales to be below 2025.
“On the technology side, we see litho intensity continue to develop positively as 
EUV adoption gains momentum, including progress on High NA EUV. In line with our plans to support our customers in the 3D integration space, we shipped ASML’s first product serving Advanced Packaging, the TWINSCAN XT:260, an i-line scanner offering up to 4x productivity compared to existing solutions,” said CEO Christopher Fouquet (pictured) “finally, our partnership with Mistral AI allows us to embed AI across our entire holistic portfolio, in order to increase the performance and productivity of our systems and the yield of our customers’ processes.”
“On the market side, we have seen continued positive momentum around investments in AI, and have also seen thisBextending to more customers, both in leading-edge Logic and advanced DRAM,” added Fouquet, “on the other hand, we expect China customer demand, and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025.”
Users of the high-NA EUV machine report that 300,000 wafers have been run on it, said Fouquet. It has been reported that five of the $370m+ machines have been shipped – all of them to Intel, Samsung, Hynix and TSMC.
