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.