IT之家 · IT业界T2·68 pts
- ASML achieved record Q3 2026 revenue of €11.6B and net profit of €5B, maintaining high gross margins.
- CEO confirms customer interest extends to 2029-2030 orders, highlighting long-term rigid demand from AI.
- Facing supply-demand gaps, ASML is exploring ways to increase 2028 capacity growth beyond the originally planned 30%.