Barclays

“We see ASML with a significant decision ahead on whether to further expand EUV capacity than the recently expanded targets it has already given. Demand is clearly strong,”

Barclays · said 2026-09-08 · reported 2026-09-08

Barclays analysts said ASML faces a significant decision on whether to further expand EUV capacity beyond its current targets as demand is clearly strong.

“should provide more visibility on adoption which has been a key debate,”

Barclays · said 2026-09-08 · reported 2026-09-08

Barclays said in a note on Tuesday that Samsung and TSMC's commitments to ASML's High NA machines should provide more visibility on adoption.