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Wire · operational-macro

ASML Capacity Expansion Target May Have Room to Rise, UBS Says

Published

28 September 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

Netherlands

◆ Source

Read at binance.com →

◆ Verified

Fusion42 · 29 September 2026 · Fusion42 review

UBS analysts indicate ASML could increase its chip equipment production capacity targets beyond the current 30% growth planned for 2027-2028, driven by strong AI chip demand.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

ASML’s planned ramp-up means chip makers will have more access to advanced lithography tools soon. You should prepare for increased competition and faster AI chip production timelines.

◆ Coverage

1 source · 28 Sep 2026

◆ Related on Wire

◆ Topics

Semiconductorschip-manufacturingcapacity-growthAI-chip-demandASMLlithography-machines