ASML stock
On October 15, 2026, Reuters reported that ASML Holding NV faces severe manufacturing capacity constraints, with Chief Executive Officer Christophe Fouquet confirming that the company's supply of advanced lithography equipment will fall short of customer demand through both 2027 and 2028. Propelled by surging artificial intelligence infrastructure spending, client inquiries for delivery slots have already extended into 2029 and 2030. To alleviate delivery bottlenecks, management is evaluating plans to expand annual extreme ultraviolet (EUV) production capacity beyond its existing 2028 target of 110 systems, while shortening tool assembly timelines and deploying higher--throughput field upgrades across its installed base.