Asml

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ASML Lifts 2026 Revenue Guidance Again as AI Chip Demand Fuels Capacity Expansion

ASML raised its 2026 revenue forecast for the second straight quarter and unveiled plans to boost EUV lithography output by 30%, with nearly all capacity already booked by clients including TSMC, Samsung, and Intel.

AI infrastructure three layers — EUV lithography equipment, power turbine tower, and fiber optic bundle with green upward arrows

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After NVIDIA: ASML, GE Vernova, and Lumentum Are AI Infrastructure's Next Three Legs

IBD's weekend watchlist flags three stocks sitting at three distinct layers of AI infrastructure — chip equipment, power grid, and optical interconnects. For investors who feel NVIDIA's upside is already priced in, these are the cheaper, higher-conviction ways to stay long the same trade.

ASML Lifts 2026 Revenue Guidance Again as AI Chip Demand Fuels Capacity Expansion

After NVIDIA: ASML, GE Vernova, and Lumentum Are AI Infrastructure's Next Three Legs

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