UBS analysts say ASML’s capacity forecasts for lithography equipment could be revised up. ASML in July planned to raise DUV and EUV tool output 30% in 2027 and a further 30% in 2028; UBS says to meet strong AI-chip demand ASML may lift those targets above 30% and could guide 2027 revenue growth of more than 30% YoY.

2026-09-28

UBS analysts say ASML’s capacity forecasts for lithography equipment could be revised up. ASML in July planned to raise DUV and EUV tool output 30% in 2027 and a further 30% in 2028; UBS says to meet strong AI-chip demand ASML may lift those targets above 30% and could guide 2027 revenue growth of more than 30% YoY.