ASML Sees Customer Interest in Equipment Orders Through 2030

ASML reported third-quarter net profit above estimates and said some customers are interested in equipment orders for 2029 and 2030, extending demand visibility for the semiconductor tools used to make advanced chips. Customers are raising their short- and medium-term equipment demand forecasts, driven mainly by expectations for the scale and duration of AI investment. Some have expressed interest in placing orders for 2029 and 2030. ASML, the only maker of extreme ultraviolet lithography machines, supplies equipment used to produce advanced semiconductors. ASML’s planned supply for 2027 and 2028 would not fully meet customer demand.

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