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[Xiaomi said ASML plans to produce more than 110 EUV lithography machines in 2028] On September 15, JP Morgan analysts said that due to strong demand for AI, ASML is studying the production of more than 110 EUV equipment in 2028. Xiaomo added that ASML's low numerical aperture EUV production capacity in 2026 is about 65 units, and it plans to increase it by 30% year by year next year and the year after. The main bottleneck in current production is assembly speed rather than supply chain issues.
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