The company with a monopoly on AI's most critical machine is racing to build more

ASML plans to raise EUV machine output to at least 60 units in 2026 as demand for AI chips surges.

The company will expand facilities and hiring to support higher production of critical chipmaking equipment.

ASML is also investing in advanced packaging and in Mistral AI, signaling a broader bet on the AI supply chain.

As the only supplier of these EUV tools, ASML’s capacity can shape the pace of global AI chip manufacturing.