After an online roadshow with ASML CFO Roger Dassen, UBS analysts stated that ASML plans to increase its semiconductor manufacturing equipment production in 2027 and 2028, which indicates an unusually long-term visibility of demand. ASML is considering increasing its EUV lithography machine output by about 30% in 2027 and another 30% in 2028, as clients have already placed a large number of orders. Analysts noted that this exceptionally long-term visibility strengthens the view that semiconduct

After an online roadshow with ASML CFO Roger Dassen, UBS analysts stated that ASML plans to increase its semiconductor manufacturing equipment production in 2027 and 2028, which indicates an unusually long-term visibility of demand. ASML is considering increasing its EUV lithography machine output by about 30% in 2027 and another 30% in 2028, as clients have already placed a large number of orders. Analysts noted that this exceptionally long-term visibility strengthens the view that semiconduct

智通财经2026/07/22 10:26

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UBS analysts stated after an online roadshow with ASML CFO Roger Dassen that ASML plans to increase the production of its semiconductor manufacturing equipment in 2027 and 2028, indicating an unusually long demand visibility. ASML is considering raising the output of its extreme ultraviolet lithography machines by about 30% in 2027 and another 30% in 2028, as customers have already placed a large number of orders. The analysts pointed out that this unusually long visibility reinforces the view that semiconductor demand may exceed supply for a long period of time.

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According to China National Petroleum Corporation, the Changqing Oilfield eastern basin natural gas evaluation project team has recently successfully completed drilling an ultra-long horizontal deep coalbed methane well in the eastern Ordos Basin. The horizontal section of the well extends 3,100 meters, with a coal seam encounter rate as high as 95.8%, setting a new national record for the longest horizontal section in deep coalbed methane drilling.

智通财经•2026/08/17 02:21