瑞银分析师在与阿斯麦首席财务官罗杰·达森举行线上路演后表示，阿斯麦计划在2027年和2028年提高其半导体制造设备的产量，这表明需求可见度异常长远。阿斯麦正考虑在2027年将其极紫外光刻机的产量提高约30%，并在2028年再提高30%，因为客户已经下达了大量订单。分析师表示，这种异常长远的可见度强化了这样一种观点，即半导体需求可能会在很长一段时间内超过供应。
瑞银分析师在与阿斯麦首席财务官罗杰·达森举行线上路演后表示，阿斯麦计划在2027年和2028年提高其半导体制造设备的产量，这表明需求可见度异常长远。阿斯麦正考虑在2027年将其极紫外光刻机的产量提高约30%，并在2028年再提高30%，因为客户已经下达了大量订单。分析师表示，这种异常长远的可见度强化了这样一种观点，即半导体需求可能会在很长一段时间内超过供应。
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