On October 14, news emerged that Dutch semiconductor equipment giant ASML raised its performance outlook for the third consecutive quarter, this time lifting the lower bound of its 2026 sales forecast range. ASML now expects full-year 2026 sales to reach €44 billion to €45 billion (approximately $49 billion to $50 billion), up from the previous lower bound forecast of €43 billion. However, as the AI boom continues, skepticism is growing within the industry. Given that ASML's advanced equipment takes over a year from order placement to delivery, its performance serves as a crucial indicator for observing chipmakers' investment plans. In the third quarter of this year, ASML's net sales rose to €11.66 billion. Investors are focused on whether ASML can deliver orders on time amid strong market demand. In July, ASML announced plans to increase production capacity for its second-most advanced Low Numerical Aperture Extreme Ultraviolet (Low NA EUV) lithography equipment by 30% next year, with an annual shipment target of around 85 units. ASML also stated that it will not be able to fully meet market demand in 2027 and 2028. ASML's CEO revealed that some customers have already expressed interest in placing orders for 2029 and even 2030, and the company is exploring ways to further increase production capacity in 2028, with growth expected to exceed the previously announced 30%.