Zeiss, a core supplier of ASML, is confident in meeting demand and is embarking on headquarters expansion and new factory construction.

Frank Rohmund, head of the Semiconductor Manufacturing Technology Department at ZEISS, stated in an interview that the company is confident in meeting the surge in demand and has initiated a "real, long-term" capacity expansion project. This plan is closely aligned with ASML's expansion strategy. In July of this year, ASML announced plans to significantly increase the production capacity of its EUV lithography machines to meet a large backlog of orders by 2028.