FUNDA(@FundaAI):Preview| $ASML 26Q3: Raising EUV Shipment Expectations Again Capacity Expansion Likely to Accelerate We believe ASML will further ease its capacity bottlenecks, with 2027 low-NA EUV capacity likely to exceed 95 units, above the company’s current guidance of 85 units. Our industry checks also indicate the supply chain is planning production around higher shipment targets. We keep our 2026 total EUV shipment forecast at 70 units and raise 2027/28 to 100/125 units. Detailed Report

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Preview| $ASML 26Q3: Raising EUV Shipment Expectations Again Capacity Expansion Likely to Accelerate We believe ASML will further ease its capacity bottlenecks, with 2027 low-NA EUV capacity likely to exceed 95 units, above the company’s current guidance of 85 units. Our industry checks also indicate the supply chain is planning production around higher shipment targets. We keep our 2026 total EUV shipment forecast at 70 units and raise 2027/28 to 100/125 units. Detailed Report

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