
ASML reports strong 2028 orders, early interest for 2029-2030
ASML says order intake — new bookings — for 2028 is strong, with customers keen to book machines for 2029 and in some cases 2030, according to materials published October 14, 2026. In my view, chipmakers are locking in future factory capacity early. Caution: far-ahead orders signal intent, not certain sales — but such long visibility is unusual.
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