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

Digest AI · Enterprise & Industry · published 2026-09-14T11:56:00Z · updated 2026-09-15T20:21:56.993768Z

Canonical: https://digestai.news/story/asml-sees-up-to-110-euv-machines-in-2028-amid-strong-ai-demand

## Summary

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

1. [There Is One Thing ASML’s $400 Million Machine Still Cannot Do. AI Chips Keep Making It Worse.](https://247wallst.com/investing/2026/09/15/there-is-one-thing-asmls-400-million-machine-still-cannot-do-ai-chips-keep-making-it-worse) (247wallst.com)
2. [ASML Eyes 110+ EUV Machines as JPM Stresses 'Strong' AI Demand](https://finance.yahoo.com/technology/ai/articles/asml-eyes-110-euv-machines-185608836.html) (finance.yahoo.com)

## Cite

Digest AI, "ASML Sees Up to 110 EUV Machines in 2028 Amid Strong AI Demand", 14 September 2026, https://digestai.news/story/asml-sees-up-to-110-euv-machines-in-2028-amid-strong-ai-demand

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