ASML Plans to Make at Least 60 Standard EUV Machines in 2025, Up 36% From Last Year

· ai · Source ↗

TLDR

  • ASML targets 60+ standard EUV machines this year, a 36% increase over 2025 sales volumes.

Key Facts

  • ASML plans to manufacture at least 60 standard EUV machines in the current year.
  • That target is 36% more than the number of standard EUV machines it sold in 2025.
  • ASML is the sole supplier of EUV machines required to manufacture cutting-edge AI chips at scale.
  • The company is based in Veldhoven, the Netherlands.

Why It Matters

  • As the only EUV machine maker, ASML’s production capacity directly constrains how fast chipmakers can scale AI chip output.
  • A 36% production increase signals that demand from AI chip manufacturers is outpacing ASML’s recent supply levels.

Kim Mackrael / Wall Street Journal · 2026-04-26 · Read the original

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