ASML Revenue Outlook Lifted by Zeiss Capacity Expansion, Supply Chain Survey Shows
Supply-chain analysis from TF International Securities analyst Ming-Chi Kuo indicates ASML could substantially outpace market revenue estimates in 2026 and 2027, driven by Carl Zeiss SMT's planned capacity increases for critical optical systems and rising orders from major chipmakers such as TSMC. Projections include higher shipments of both EUV an…