ASML Slashes EUV Build Cycle, Booking 2027 and 2028 Orders!

ASML is reducing its EUV machine build cycle from 22 weeks to just 15-16 weeks, reflecting a booming demand for AI from chipmakers. The company is nearly sold out for 2027 and sees substantial orders for 2028. With a raised sales forecast of €43-45 billion, ASML also plans a 30% capacity increase. Their production strategy includes streamlining testing and reorganizing clean rooms.