On October 14, Asmack released its results report for the third quarter of 2026. The CEO of ASML said in the report that customers are continuing to raise their short- and medium-term demand forecasts for ASML equipment, mainly based on their judgment on the scale and duration of investment related to artificial intelligence. As demand prospects become more clear, some customers have indicated their intention to place orders for the company in 2029 or even 2030. ASML anticipates that according to current plans, the company's 2027 and 2028 supply capacity will still be difficult to fully meet customer needs. The company said, “We are studying how to increase production capacity in 2028 by more than the 30% previously announced. Additionally, we continue to upgrade our product portfolio through productivity to provide customers with significant wafer production capacity.”

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