Story perspectives

ASML Sees Low-NA EUV Capacity Shortfall Through 2028

By Drooid · Oct 14, 2026, 3:33 PM UTC · How we work

Summary

Story summary

ASML says its capacity will fall short of customer demand through 2028.
It plans a 30% Low-NA EUV capacity rise in 2027 and another 30% in 2028.
Customers such as TSMC and Samsung are looking to place orders for 2029 and 2030.
ASML lifted its 2026 sales outlook to €44-45 billion, up from €43 billion.
Low-NA EUV throughput will reach 260 wafers/hour with the NXE:3800F in 2027.

History

Historical Context

ASML, founded in 1984, started EUV development in 1997 and sold 23 % of its shares to Intel, TSMC and Samsung in 2012, a move that helped lift its R&D budget to $1 billion by 2015. After delivering its first production EUV machines in 2018, it has shipped roughly 140 systems, and high-NA units entered pilot use in 2023, sparking new capacity worries.

1 of 2

Story summary

ASML says its capacity will fall short of customer demand through 2028.
It plans a 30% Low-NA EUV capacity rise in 2027 and another 30% in 2028.
Customers such as TSMC and Samsung are looking to place orders for 2029 and 2030.
ASML lifted its 2026 sales outlook to €44-45 billion, up from €43 billion.
Low-NA EUV throughput will reach 260 wafers/hour with the NXE:3800F in 2027.

1 / 2