ASML President and CEO Peter Wennink stated that influenced by the scale and cycle of artificial intelligence investments, customers continue to raise their short- and medium-term demand expectations for ASML's equipment, with some customers already engaging in discussions with the company about equipment orders for 2029 or even 2030. ASML anticipates that, based on current plans, its supply capacity for 2027 and 2028 will still struggle to meet customer demand. The company is exploring further plans to enhance its production capacity in 2028, aiming to achieve an increase of over 30%, while continuing to upgrade its product portfolio and improve production efficiency to help customers significantly boost their wafer production capacity.
