ASML Plans Higher Semiconductor Equipment Output in 2027 and 2028, UBS Says

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.