ASML says customers are already ordering for 2028, eyeing 2029 and 2030
Beth_Kindig · x · 2026-10-18
ASML revealed an unusually long order visibility: "We are increasingly receiving orders for 2028 and customers are also expressing interest in placing orders for 2029 and even 2030." The post flags $ASML, $TSM, $INTC and $NVDA, pointing to AI-driven demand for advanced lithography extending well into the decade.
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