ASML stock
On September 15, 2026, ASML Holding NV evaluated plans to expand its annual extreme ultraviolet (EUV) lithography manufacturing capacity to over 110 tools by 2028 to satisfy sustained demand from artificial intelligence and advanced logic customers. ASML management highlighted that manufacturing slots for leading--edge EUV systems are already close to full capacity through 2027. The expansion strategy emphasizes accelerating assembly cycles and scaling the supply chain, supported by anticipated order resumption from key foundry customers, including Intel, entering the 2027 cycle.