ASML executives confirmed plans to expand output of their extreme ultraviolet (EUV) lithography systems by approximately 30% annually for the next two years, achieving this without constructing new cleanrooms. The company also indicated it has room to raise prices on its equipment, despite reported resistance from its largest customer, TSMC.
ASML's ability to raise prices and expand EUV output without new fabs indicates sustained demand for leading-edge AI chip manufacturing, tightening equipment supply.