Business · Companies · 3 hrs ago
ASML memory equipment sales nearly double as chipmakers compete for supply
ASML’s memory-chip equipment sales rose 98% year over year in the third quarter, according to an analysis by Kiwoom Securities.
ASML, the world’s leading maker of chip lithography equipment, also reported higher overall sales and operating profit than a year earlier.
Growing demand for AI chips is driving chipmakers to secure more production equipment, including equipment used to make memory chips.
Kiwoom expects demand for ASML equipment to exceed its supply through 2028, with some customers seeking orders for 2029 and 2030.
Limited equipment could make it harder to expand memory-chip production and keep supply shortages going as demand rises.
ASML is increasing its production capacity, but Kiwoom expects equipment supply to remain tight.
ASML’s memory-chip equipment revenue rose 98% year on year, reaching 3.8 billion euros in the third quarter, according to Kiwoom Securities.
The brokerage said chipmakers’ demand for ASML equipment is expected to exceed its supply capacity through 2028.
Some customers want to place orders for equipment needed in 2029 and 2030, with delivery timing and factory locations under discussion.
Kiwoom expects artificial intelligence demand and rising memory-chip investment to keep equipment competition strong and could prolong a memory-chip supply imbalance.
The brokerage forecast ASML’s fourth-quarter revenue and operating profit would exceed market expectations.
- Who
- ASML and global semiconductor manufacturers seeking chipmaking equipment.
- What
- ASML’s memory-chip equipment revenue nearly doubled year on year as manufacturers competed for supply.
- When
- ASML’s third quarter; the article was published on October 21, 2026.
- Where
- Not stated.
- Why
- AI-chip demand and increased investment by memory producers are driving demand for equipment.
This story does not have two clearly opposing sides.
ASML recorded 3.8 billion euros in memory-chip equipment revenue, up 98% from a year earlier.
Kiwoom projected ASML revenue of 14.2 billion to 15.2 billion euros and operating profit of 6.5 billion to 7.1 billion euros.
Kiwoom expects customer demand for ASML equipment to exceed the company’s supply capacity.
Some customers want to order equipment in advance for those years, with factory locations and delivery timing under discussion.
- Memory equipment revenue
- 3.8 billion euros in the third quarter
- Year-on-year increase
- 98% for memory equipment revenue
- Third-quarter ASML revenue
- 11.7 billion euros
- Third-quarter operating profit
- 5.2 billion euros
- Supply outlook
- Demand expected to exceed ASML’s capacity through 2028
- Fourth-quarter revenue forecast
- 14.2 billion to 15.2 billion euros
What people are saying
Customers’ demand for equipment is expected to exceed ASML’s supply capacity through 2028.
Some customers want to order in advance the equipment they will need in 2029–2030.
If equipment supply is also limited as memory demand rises with the growth of the AI industry, the supply-demand imbalance in memory semiconductors could be prolonged.