Chip toolmaker ASML expected to shine light on capacity and China challenges

ASML, the sole maker of EUV lithography systems for advanced chip production, is expected to report strong Q2 earnings and signal full capacity bookings through 2027, whilst navigating US export controls targeting China sales. The company is exploring production shortcuts—tool upgrades, faster assembly, quicker installation—to avoid becoming an industry bottleneck as AI infrastructure demand accelerates.

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