Silicon Foundation: ASML Lifts Forecast Amid Record AI Demand

The food chain of the AI industry begins with equipment. On April 15, 2026, the Dutch monopolist ASML officially raised its financial forecast for 2026.

This is a key market barometer. ASML is the only company in the world that manufactures EUV lithography machines required to print the most advanced semiconductors. If ASML raises its forecast, it means TSMC, Samsung, and Intel are booked with Big Tech orders for years to come (which confirms recent reports from the Taiwanese and Korean giants). The explosive demand for AI servers forms a continuous infrastructure supercycle: the development of increasingly heavy frontier models requires new foundries, which are physically impossible to build without ASML machines.

Source: ASML / Reuters