JPMorgan: ASML studies building over 110 EUV machines in 2028
JPMorgan analysts said after meeting ASML's finance chief that the Dutch chip-equipment maker is examining how to build more than 110 EUV lithography tools in 2028 to meet AI-driven demand. ASML has said it is nearly sold out for 2027 and can make at least 80 machines, targeting a 30 per cent rise the following year. The analysts said assembly speed, not the supply chain, is the constraint.