Pune, India, October 14, 2025– ASML, the Dutch tech powerhouse behind the world’s most advanced chipmaking machines, is expected to post strong third-quarter results this Wednesday, fueled by surging global demand for AI infrastructure. As artificial intelligence reshapes industries and accelerates digital transformation, ASML’s role in enabling the production of next-generation chips has never been more critical.
Over the last few months, technology giants like Meta, Oracle, NVIDIA, AMD, Intel, and Samsung have poured billions into developing AI-focused data centers and processors. These initiatives are driving renewed demand for ASML’s state-of-the-art chipmaking machines, which are used by leading semiconductor manufacturers such as Taiwan Semiconductor Manufacturing Company (TSMC) and SK Hynix.
With AI workloads growing exponentially, chipmakers are ramping up production of high-performance chips, and ASML stands at the center of this boom. Its machines are essential for fabricating the ultra-small transistors needed in today’s most advanced semiconductors. This critical role has not gone unnoticed by investors; ASML’s stock has surged by 32% since September 2, outpacing the 15% rise in the Philadelphia Semiconductor Index.
Analysts are watching closely as the company prepares to release its earnings report. One key metric is new equipment bookings. According to data from research firm Visible Alpha, ASML is expected to report third-quarter bookings of €5.36 billion (approximately $6.21 billion). That would add to an already strong first half, during which ASML reported €9.48 billion in bookings. Net income is also expected to rise 1.4% year-over-year to €2.11 billion, based on LSEG IBES forecasts.
The outlook marks a dramatic turnaround from earlier in the year, when ASML management warned that 2026 revenue growth might stall due to weaker demand from customers like Samsung and Intel. But the explosive growth of AI has shifted the market. Companies are racing to expand capacity and meet the processing power required for AI-driven applications, everything from autonomous vehicles to generative AI platforms.
At the heart of this expansion are ASML’s high-end chipmaking machines, which use extreme ultraviolet (EUV) lithography technology to etch the smallest circuits onto silicon wafers. Each of these machines can cost over $300 million and take up to a year to deliver, making them both a financial and logistical investment.
The long delivery timelines have raised questions about whether chipmakers can scale production quickly enough to meet AI-fueled demand. During the COVID-19 pandemic, ASML faced a massive order backlog due to supply chain disruptions and labor shortages. Since then, the company has worked to increase production capacity and reduce delivery delays, but the challenge now is keeping pace with a rapidly heating market.
Michael Roeg, an analyst at Degroof Petercam, noted that nearly every major memory chipmaker is looking to scale up production in response to the AI wave. This includes companies like Micron, SK Hynix, Samsung, and even several emerging Chinese players. All of them depend heavily on ASML’s chipmaking machines to produce the advanced chips that will power future AI models and cloud services.
TSMC, ASML’s largest customer and the dominant force in advanced chip fabrication, is expected to boost its orders in the coming quarters. Intel, which had faced delays and market challenges in recent years, is also showing signs of recovery, another bullish indicator for ASML’s prospects.
Industry watchers are hoping ASML’s management will provide clear guidance on how the company plans to handle the surge in demand. With the AI revolution in full swing, the pressure is on ASML to not only fulfill existing orders but also anticipate future demand curves and invest accordingly.
In the grand scheme of technological advancement, chipmaking machines are no longer behind-the-scenes equipment; they are the foundation of the AI era. As industries shift toward intelligent automation, data-driven operations, and real-time analytics, the demand for semiconductors and the machines that make them is expected to keep climbing.
ASML’s ability to deliver precision, scalability, and innovation in chipmaking machines places it in a commanding position in the global tech supply chain. As AI transforms every aspect of life and business, ASML isn’t just riding the wave; it’s helping build the infrastructure that makes it all possible.
With strong bookings, growing customer demand, and surging investor confidence, ASML is poised to play a defining role in the next chapter of global digital transformation. And at the center of it all is one indispensable technology: chipmaking machines.
