Asml's Demand Visibility Extends Unusually Far

Dow Jones07-22 17:25

0925 GMT - ASML Holding's plans to boost output of its semiconductor-making machines in 2027 and 2028 show that demand visibility extends unusually far, UBS analysts say after hosting a virtual roadshow with ASML CFO Roger Dassen. The Dutch group is considering a roughly 30% boost to the output of its extreme ultraviolet machines for 2027 and another 30% increase for 2028 as customers have already placed a large number of orders. That unusually far visibility reinforces the view that semiconductor demand is likely to exceed supply for an extended period, analysts say. ASML shares trade 1.9% lower at 1,563.40 euros. (mauro.orru@wsj.com)

(END) Dow Jones Newswires

July 22, 2026 05:25 ET (09:25 GMT)

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