ASML Plans Higher Semiconductor Equipment Output in 2027 and 2028, UBS Says
2026-07-22 10:14:10
According to Jin10, UBS analysts said ASML plans to raise production of its semiconductor manufacturing equipment in 2027 and 2028, after a virtual roadshow with ASML Chief Financial Officer Roger Dassen. ASML is considering increasing output of its extreme ultraviolet lithography machines by about 30% in 2027 and another 30% in 2028 because customers have placed large orders. The analysts said this unusually long visibility strengthens the view that semiconductor demand may exceed supply for a long time.
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