AI Demand Drives ASML Growth as Net System Sales Reach €6.28B in Q1 2026
Traction in logic and memory equipment is fueling ASML’s growth, with demand tied to AI inference, training, and high performance computing. In Q1 2026, net system sales rose to €6.28 billion, while Installed Base Management added €2.49 billion, underscoring recurring revenue. Performance upgrades and rising EUV utilization support longer-term visibility across DUV and emerging EUV processes.