On September 16, ASML Holding NV rose 3.04% in pre-market trading, trading at approximately $1,640.68/share, with turnover of $32.90 million.

On the news front, JPMorgan analysts disclosed following a meeting with ASML's Chief Financial Officer that the company is studying how to produce more than 110 EUV lithography systems by 2028, driven by persistently strong AI demand. JPMorgan estimates ASML commands approximately 95% of the global lithography equipment market, a monopolistic advantage rarely seen in any industry, with Japanese rivals Canon and Nikon only able to compete in the DUV segment. ASML indicated that the AI boom has significantly shifted customer procurement attitudes, with most new orders now scheduled for 2028 delivery. The company had previously disclosed that its 2027 EUV capacity is nearly sold out at a minimum of 80 units, with 2028 output planned to increase by roughly 30%. The primary constraint on expanding EUV production is not the supply chain but the assembly speed of the machines. Separately, ASML recently broke ground on a new industrial campus in the Netherlands and secured commitments from TSMC and Samsung to adopt its next-generation High NA EUV systems.

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