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UBS: ASML's Capacity Expansion Goal Could Be Subject to Further Upward Revision
20 hour ago /
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Author：小编
On September 28, analysts from UBS pointed out in a report that ASML's capacity projections for chip manufacturing equipment in the upcoming years might still leave room for upward adjustments. ASML revealed in July its intention to boost the production of Deep Ultraviolet (DUV) and Extreme Ultraviolet (EUV) lithography machines by 30% by 2027, with an extra 30% hike planned for 2028. Analysts are of the opinion that, in response to the robust demand for artificial intelligence chips, ASML might elevate its capacity growth target beyond the 30% mark. It is anticipated that the company's revenue will witness a year-on-year increase of over 30% in 2027.
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