Asml's 2027 Capacity Expansion Plans are Below Expectations

Dow Jones
Jul 15

0622 GMT - ASML Holding's plans to boost output of its extreme ultraviolet lithography systems are below expectations for next year, Citi analysts write in a research note. The Dutch supplier of semiconductor-making equipment is considering a roughly 30% boost to EUV output for 2027 and another 30% increase for 2028. Analysts say the 2027 boost would amount to about 85 machines compared with forecasts of about 90 to 100. However, the 2028 increase would equate to 110 EUV machines, which they say is slightly ahead of expectations of 100 to 110. "The big picture, in our view, is that demand is so strong that ASML are willing to provide the market with clear bottoms up guidance two years out, something that we think should be viewed positively," the analysts say. (mauro.orru@wsj.com)

 

(END) Dow Jones Newswires

July 15, 2026 02:24 ET (06:24 GMT)

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