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The reported ramp to 110+ EUV tools in 2028, with 2027 backlog near sell-out and a 30% 2028 target, improves future revenue visibility and capex planning. Positive commentary from JPMorgan after a CFO meeting boosts credibility, potentially supporting the stock; risks include execution, supply chain constraints, and AI demand volatility.
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ASML targets producing more than 110 EUV tools in 2028 to meet AI-related demand, per JPMorgan after a CFO meeting. The firm says 2027 output is nearly sold out and can make at least 80 units, with a 30% increase target for 2028. If achieved, this could boost backlog visibility and capex planning, potentially supporting the stock over the coming 12–24 months.
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