Enterprise & Industry 14 September 2026 from the archive

ASML Sees Up to 110 EUV Machines in 2028 Amid Strong AI Demand

ASML, a leading supplier of extreme-ultraviolet (EUV) lithography machines for chip manufacturing, is planning to produce up to 110 such machines by 2028. This comes as JPMorgan highlights 'very very strong' demand for artificial intelligence (AI). ASML's shares fell after CEO Dario Amodei and others called for a slowdown in AI capability growth. The main constraint now is assembly speed, not supply chain issues. Intel and TSMC are expected to become significant customers again in 2027. Meanwhile, the market remains skeptical of an AI downturn despite recent selloffs.

Key points

ASML plans up to 110 EUV machines for 2028
JPMorgan stresses strong AI demand
Main constraint is assembly speed

Sources

There Is One Thing ASML’s $400 Million Machine Still Cannot Do. AI Chips Keep Making It Worse. 247wallst.com
ASML Eyes 110+ EUV Machines as JPM Stresses 'Strong' AI Demand finance.yahoo.com

This story is more than 2 months old and kept in the archive in short form. The summary and key points were generated by Digest AI's editorial model from the linked sources, which are the record. For today's news, see the briefing or the Enterprise & Industry section.