UBS analysts, after an online roadshow with ASML CFO Roger Dassen, said ASML
plans to raise semiconductor-equipment output in 2027 and 2028, signaling
unusually long demand visibility. ASML is considering boosting EUV lithography
output about 30% in 2027 and a further 30% in 2028 as customers have placed
large orders. Analysts said the extended visibility reinforces the view that
semiconductor demand may exceed supply for a prolonged period.
