[DEVELOPING] ASML posts record €11.7B Q3 and says planned 2027-28 supply will not fully meet customer demand
ASML reported record Q3 sales of €11.7B, a 57.5% gross margin, and Q4 guidance of €14.2-15.2B. Net income of about €5.0B included roughly €510M from revaluing its Mistral AI stake. ASML said planned supply for 2027 and 2028 'will not fully meet the demand' and that it is studying capacity beyond the 30% increase already announced. ASML no longer publishes quarterly bookings; StockTitan points to long-term contract liabilities, which rose €5.7B to €9.3B, as the closest available measure of orders. This shows AI-driven lithography demand stretching into 2029-30 even as AI-complex equities sell off; watch for capacity announcements and the China share of sales (23%).