Announcement
Some ASML customers are interested in placing orders for 2029 and 2030
CNBC reports ASML's third-quarter net profit reached €4.96 billion, topping LSEG's €4.1 billion consensus estimate.
TLDR
ASML CEO Christophe Fouquet said customers are raising equipment-demand forecasts, driven mainly by their views of AI-related investment, CNBC reports. He said some are interested in placing orders for 2029 and 2030. Fouquet also said planned supply for 2027 and 2028 won't fully meet customer demand, and ASML is exploring ways to increase 2028 capacity beyond its previously forecast 30% rise.
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