ASML to Produce 60 EUV Machines in 2026, Setting the Pace for AI (xataka.com)

• ASML will deliver at least 60 EUV machines in 2026, up 36% from 2025, targeting 80 in 2027.
• Each machine is bus-sized, assembled over months in ultra-clean conditions, with a supply chain of 5,000 suppliers.
• ASML's monopoly on EUV lithography makes it a strategic European asset in the global AI chip supply chain.

"ASML, the Dutch lithography equipment maker, plans to produce at least 60 standard EUV machines in 2026, a 36% increase from 2025, aiming for 80 in 2027. These machines, critical for advanced AI chips, are extremely complex: each requires months of assembly in cleanrooms, components from over 5,000 suppliers, and dedicated facilities. ASML's sole-supplier status for EUV technology gives Europe a pivotal role in the AI arms race, as tech giants invest over $600 billion in infrastructure."