AI boom finally reaches Veldhoven: ASML sees surge in demand

The long wait is over. After seeing AI taking the world by storm over the past few years, but front-end capacity barely responding, AI demand is finally making its way to ASML’s order books. In fact, in barely three months, the sentiment for 2026 went from caution to firing on all cylinders.

“It was a bit frustrating for us when we heard about all those investments, but these didn’t translate into capacity additions at our customers,” CEO Christophe Fouquet admitted to journalists at the company’s Q4 and FY2025 press conference, referring to the AI hike. “What the last three months have done is change that. They’re more confident that AI is here to last.”