Lithography machine giant ASML recently announced an upward revision of its full-year revenue forecast, primarily driven by the growing demand for advanced lithography equipment required for AI chip manufacturing. To meet the demand for AI accelerators, leading global wafer foundries such as TSMC and Samsung are accelerating the adoption of high-numerical-aperture EUV lithography machines, with clearer expansion plans for 3nm and below advanced process nodes. Industry insiders believe that ASML's upward revision of its revenue forecast is seen as a key indicator of the prosperity of the semiconductor equipment supply chain, suggesting that AI capital expenditures remain in an expansionary phase. Order data from equipment leaders such as Applied Materials and Lam Research also confirms strong demand at the equipment end, with advanced process node expansions shifting from planning to actual procurement. The extended equipment delivery cycles further highlight the tight supply-demand dynamics.