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Analysis-ASML extends chipmaking dominance as customers embrace High NA

AMSTERDAM, Sept 14 (Reuters) - As Dutch computer chip ⁠equipment maker ASML broke ground on a new plant in Eindhoven last week, CFO Roger Dassen said the AI boom had ⁠transformed the mood among customers.

The Star MalaysiaToby Sterling查看原文 ↗
分析——随着客户对高NA的需求日益增长,ASML巩固了其在芯片制造领域的领先地位。

A major new ASML production site, which will eventually add space for up to 20,000 workers and include offices, a logistics hub and manufacturing facilities in Eindhoven, Netherlands September 8, 2026. Picture taken with a mobile phone. REUTERS/Toby Sterling

AMSTERDAM, Sept 14 (Reuters) - As Dutch computer chip ⁠equipment maker ASML broke ground on a new plant in Eindhoven last week, CFO Roger Dassen said the AI boom had ⁠transformed the mood among customers.

Its existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through ‌2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.

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