ASML Holding NV

ASML: XAMS (NLD)

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ASML Earnings: Capacity Plan Falls Short of Demand; 2029-2030 Order Visibility Is the Next Catalyst

Javier Correonero

Oct 14, 2026

ASML announced last quarter plans to expand low-NA EUV and immersion DUV capacity by 30% in 2027 and another 30% in 2028. These plans seem already outdated, as management has acknowledged that this might not be enough to meet customer demand.

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ASML Holding NV

ASML Earnings: Capacity Plan Falls Short of Demand; 2029-2030 Order Visibility Is the Next Catalyst

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