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ASML's EUV machines are booked a year or two ahead, like a grid connection
SUMMARY
- Every factory making the most advanced AI chips needs EUV machines, and ASML, a Dutch company, is the only maker.
- It expects to ship about 65 of its standard model this year, its full capacity, and says next year's machines are already close to fully ordered.
- Its output can grow only as fast as its German optics supplier allows, so a chipmaker that wants more must order a year or two ahead, much as a data centre books its grid connection.
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- ASML's EUV machines are booked a year or two ahead, like a grid connection13 Oct 2026
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