The capacity ceiling of lithography machines has been artificially raised by AI demand.

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CryptoFrontier
ASML Raises EUV Production 36% as AI Data Center Demand Grows
Dutch chip equipment maker ASML plans to increase production of extreme ultraviolet (EUV) lithography machines by approximately 36% in 2026, driven by rising demand from AI data center expansion, according to the company's latest guidance.

ASML aims to manufacture at least 60 standard EUV systems i
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