According to analysts at J.P. Morgan Chase, due to strong demand for AI, Asmack is studying the production of more than 110 EUV devices in 2028. Xiaomo added that in 2026, Asmack's production capacity is about 65 low-value aperture EUV units, and plans to increase it by 30% next year and year after year. Currently, the main bottleneck in production is assembly speed rather than supply chain issues.
智通财经·09/15/2026 06:25:13
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According to analysts at J.P. Morgan Chase, due to strong demand for AI, Asmack is studying the production of more than 110 EUV devices in 2028. Xiaomo added that in 2026, Asmack's production capacity is about 65 low-value aperture EUV units, and plans to increase it by 30% next year and year after year. Currently, the main bottleneck in production is assembly speed rather than supply chain issues.