UBS: ASML's demand visibility is exceptionally long-term

格隆汇2026/07/22 10:16

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```htmlGolden Ten Data July 22｜UBS analysts stated after an online roadshow with ASML’s Chief Financial Officer Roger Dassen that ASML plans to increase its production of semiconductor manufacturing equipment in 2027 and 2028, indicating exceptionally long-term visibility of demand. ASML is considering increasing its production of extreme ultraviolet lithography machines by about 30% in 2027 and another 30% in 2028, as customers have already placed a large number of orders. The analysts said that this unusually long-term visibility reinforces the view that semiconductor demand may exceed supply for a long period of time.```

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华尔街见闻•2026/11/11 17:31