AMS:ASML 27 January 2026 - 23 February 2026

Nvidia’s AI chip rush puts ASML’s laser ‘printers’ in the spotlight ahead of earnings

Nvidia’s AI chip rush puts ASML’s laser ‘printers’ in the spotlight ahead of earnings

ASML investors are watching whether the Dutch chip equipment maker lifts its 2026 sales forecast when it reports earnings on Wednesday, after a sharp rally in its shares. The company has become a focal point for the supply chain behind Nvidia’s in-demand AI processors. That matters now because chipmakers are ramping up factory investment as shortages squeeze parts of the semiconductor market and push up chip prices. ASML sits in the middle of that spending because its machines “print” the tiny circuitry onto silicon.
January 27, 2026