[ASML: Some customers have started contacting the company for equipment orders in 2029 or even 2030] "Science and Technology Innovation Board Daily" reported on the 14th that ASML (ASML) President and CEO Fu Keli said that customers continue to increase their short-term and medium-term demand expectations for ASML equipment, mainly based on their judgment on the scale and duration of artificial intelligence-related investment. As future demand prospects become clearer, some customers have begun contacting the company for equipment orders in 2029 or even 2030. "Based on a clearer demand outlook and the continued strengthening of order growth momentum this year, we predict that the currently planned supply capacity in 2027 and 2028 will still be difficult to fully meet customer demand. Therefore, we are studying options to further increase production capacity in 2028 to achieve a 30% increase in production capacity exceeding the previously announced. At the same time, we will continue to help customers significantly increase wafer production capacity through upgraded product portfolios that improve production efficiency."