ASML plans to build EUV machines 30% faster as AI demand outstrips its production capacity
TL;DR
ASML is cutting EUV build cycle from 22 weeks to 15-16 weeks. Nearly sold out for 2027, substantial 2028 orders. Raised guidance to €43-45B. 30% capacity boost planned.
ASML is working to cut the time it takes to build and test its extreme ultraviolet lithography machines by roughly a third, CFO Roger Dassen told reporters on Wednesday. The cycle time, the period between starting production in ASML’s clean rooms and shipping, was about 22 weeks a few quarters ago. “We’re now looking at bringing that down to 15 to 16 weeks,” Dassen said.
The Dutch company is “close to being fully booked” for EUV machines in 2027, with a “substantial number” of orders for 2028. Dassen called it “rare” to have orders that far in advance, a signal of how aggressively chipmakers are building capacity for AI. ASML raised its full-year...
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