UBS: ASML's capacity expansion targets may have room for upward adjustment

Golden Ten Data September 28｜UBS analysts stated in a report that ASML's production capacity forecast for chip manufacturing equipment in the coming years still has room for upward adjustment. ASML said in July that it plans to increase production of deep ultraviolet (DUV) and extreme ultraviolet (EUV) lithography machines by 30% in 2027, and another 30% in 2028. Analysts said that to meet the strong demand for AI chips, ASML may further raise its target for capacity growth above 30%. They also expect ASML may provide guidance for revenue growth of more than 30% year-on-year in 2027.