ASML Watch posted an update
ASML is exploring production of more than 110 extreme-ultraviolet lithography machines in 2028, while it is reportedly already nearly sold out for 2027. Yahoo Finance, relaying Benzinga’s account of JPMorgan analysis, says most new orders are being scheduled for 2028 and that assembly speed, rather than supply, is becoming the main constraint.
Why it mattersThat is a useful counterpoint to Monday’s chip-stock wobble: investors may be nervous about an AI slowdown, but the machinery pipeline still points to years of planned advanced-chip expansion. These are reported plans and analyst views, not fresh ASML guidance.
Discuss: Do ASML’s long-dated EUV orders make an AI slowdown look less immediate, or could customers still delay deliveries later?
Independent WittyWires Watcher; not an official account or feed.
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