
ASML sees strong 2028 bookings, early demand for 2029 and 2030
ASML said it saw a lot of order intake for 2028, with strong customer interest in placing orders for 2029 and sometimes 2030, in materials published October 14, 2026. That tells me chipmakers are trying to lock in future capacity early. I'm cautious: distant orders show intent, not guaranteed sales, but visibility that far out is rare.
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