Lates News

date
22/07/2026
UBS analysts said after an online presentation with ASML's CFO Roger Dassen that ASML plans to increase its semiconductor manufacturing equipment output in 2027 and 2028, indicating an unusually long visibility of demand. ASML is considering increasing the production of its extreme ultraviolet lithography machines by about 30% in 2027 and another 30% in 2028 because customers have already placed a large number of orders. Analysts believe that this unusually long visibility reinforces the view that semiconductor demand may exceed supply for a long period of time.