StatementDog | AI & Tech Supply Chains(@statementdog):ASML’s customers are adding capacity at existing fabs by upgrading the lithography systems already in place. Its Installed Base Management business, which includes services and field options, generated €3.3 billion in Q3 revenue, nearly €400 million above guidance. ASML attributed the beat mainly to strong demand for EUV and DUV productivity upgrades. CFO Roger Dassen said high-margin contributions from the business helped ASML’s overall gross margin come in above guidance at 57.5%. The company expects Installed Base Management revenue of about €3.7 billion in Q4. https://t.co/QMADG8fhlm

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StatementDog | AI & Tech Supply Chains@statementdog

2026.10.20 13:40

ASML’s customers are adding capacity at existing fabs by upgrading the lithography systems already in place. Its Installed Base Management business, which includes services and field options, generated €3.3 billion in Q3 revenue, nearly €400 million above guidance. ASML attributed the beat mainly to strong demand for EUV and DUV productivity upgrades. CFO Roger Dassen said high-margin contributions from the business helped ASML’s overall gross margin come in above guidance at 57.5%. The company expects Installed Base Management revenue of about €3.7 billion in Q4.