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ASML is investigating how to produce more than 110 of its extreme ultraviolet (EUV) machines in 2028. These machines are the only tools in the world capable of printing the tiny, complex patterns required for the most advanced AI chips. The company is already nearly sold out of these machines for 2027, and its current target for 2028 is about 90 units.
This move to find extra capacity suggests that demand from major chipmakers like TSMC and Intel remains higher than the company's current ability to supply them. For a long-term owner, this is a sign that the shift toward more powerful AI hardware is still accelerating, forcing the industry's most important supplier to stretch its manufacturing limits.
Source: Reuters
Shares in companies linked to artificial intelligence fell on Monday after several CEOs at leading AI labs suggested the industry should slow down the development of advanced models. These leaders cited potential risks to humanity if progress moves too quickly without enough safety guardrails.
This matters for ASML because its machines are the primary tools used to build the chips that power these AI models. If the companies building the software decide to slow down, the chipmakers who buy ASML's equipment may not need to expand their capacity as quickly as previously planned. While ASML still holds a monopoly on the most advanced chip-making technology, a shift in the speed of the AI industry could affect how many of its most expensive machines are ordered in the coming years.
Source: Reuters
ASML and Samsung are deepening their partnership to focus on High-NA EUV lithography. These are ASML's newest and most expensive machines, which use extreme ultraviolet light to print the tiny circuits required for the most powerful artificial intelligence chips.
This is a positive step because ASML’s future growth depends on its biggest customers moving from older equipment to these newer, $350 million machines. By working closely with Samsung on the technical rollout, ASML makes it more likely that one of the world's largest chipmakers will commit to these systems for its next generation of factories.
Source: Business Wire
ASML has started construction on a major new manufacturing site to increase its capacity for building lithography machines. These machines use light to print complex patterns on silicon, and they are the only way to make the world's most advanced chips.
This expansion shows that the company expects the high demand for AI hardware to last for years. Because these machines are incredibly complex and take a long time to build, ASML has to commit to these large building projects well before its customers actually place their orders.
Source: Reuters
ASML and TSMC are launching a joint project to move the industry toward larger photomasks, which are the master templates used to print chip designs. This shift is designed to help their newest "High-NA" machines work more efficiently by allowing them to print larger areas at once.
While this technology is not expected to be ready for full production until 2033, the partnership is important today. It shows that TSMC, the world's largest chip manufacturer, is deeply committed to ASML's long-term technology path. This cooperation helps ensure that ASML's future machines will have a ready and willing buyer.
Source: GlobeNewsWire
Management consistently sets a conservative bar and clears it, with six beats in the last eight quarters showing they have a firm handle on their complex manufacturing schedule.
| Expectation | |
|---|---|
| EPS | $11.81 |
| Revenue | $13.06B |