WITH DEMAND SET TO OUTSTRIP SUPPLY UNTIL AT LEAST 2028 , ASML STOCK IS A BUY

What happened: ASML said on its Q3 earnings call it cannot make as many machines as customers want in 2027 or 2028, with customers already expressing interest in orders for 2029 and 2030 deliveries. Key numbers: Q3 revenue rose 55% year over year to 11.7 billion euros. Why it matters: The company is seeking to raise manufacturing capacity beyond the 30% it had planned, and its NXE:3800F machine, due next year, lifts wafer throughput from 230 to 260 wafers per hour. Samsung plans high volume High NA use around 2028, TSMC around 2030.

ASML buy call cites demand outpacing supply through 2028.

ASML buy call cites demand outpacing supply through 2028. — impact context not separately stored; see What changed.