ASML (ASML NA) CEO says clients are accelerating expansion plans, which gives the Co. greater visibility. Clients are also asking for more tools, however it is too early to give exact production boost figures

Full impact of higher machine prices will show in 2028. Do not see Zeiss (AFX GY) as a bottleneck in 2028. The main challenge with suppliers is to make sure they can meet the 30% increase annually. Have confidence supply chain can meet more than 30% growth in 2028. CFO: Q3 gross margin of 57.5%, above guidance, was thanks to installed base revenue (EUR 3.29bln of EUR 11.66bln of total sales). China is to account for around 20% of 2026 sales. Comp is looking at over 30% boost in machine output for 2028.