ASML’s capacity planning isn’t an exact science

At the earnings call discussing Q1 results with investors, ASML provided more information on its ambition to ramp up production even further. The semiconductor equipment manufacturer is discussing with supply chain partners to secure capacity to ship 600 DUV and 90 0.33-NA EUV systems per year by 2025 – a significant step up from the previous ambition announced only 7 months ago. That plan called for 375 DUV and 70 ‘regular’ EUV tools per year.

CEO Peter Wennink explained that the previous plan was based on market intelligence that’s now about one year old. Since then, visibility has increased. “Our customers are now sharing much longer-term capacity improvement plans, which extend into the 2024-2025 timeframe,” Wennink explained.