1. As demand for artificial intelligence semiconductors continues to soar, Dutch lithography manufacturer Asmack Holdings raised its annual net sales guidance for the second time this year, which is expected to reach between 43 billion and 45 billion euros. 2. The chip equipment manufacturer said its customers are increasing capital expenditure. 3. Asmack said that in order to meet surging demand, the company will increase the production capacity of EUV lithography machines by about 30% in 2027 — to 85 units, and will “research” an additional 30% increase in 2028. This means that production capacity could reach 110 units by then. 4. In the earnings conference call, analysts asked Asmack's management in detail about the specific capacity expansion plan for 2028. In response, Chief Financial Officer Dasson said that demand signals from customers were “strong enough to allow us to seriously study the target of 110 units.” 5. Asma's stock price recovered some of its gains in the intraday period. Previously, the stock soared 7.9% in early trading. After the earnings call, its share price increase narrowed to less than 1%.

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