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Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking

What happened

Carl Zeiss SMT confirmed a 25,000 sqm expansion at its German site to support ASML's EUV scanner production. This expansion addresses the capacity bottleneck limiting ASML's output, aligning with ASML's plan to increase Low-NA EUV production by 30% in 2027. Bullish for ASML and EUV equipment supply chain.

Impact and signal

High impactImpact score: 88/100

Affected components and suppliers

EUV scannersOptical components

Carl Zeiss SMTASML

shortagecapacity-expansionprice-hike

Source and time

Source: Tom's Hardware · 7/26/2026 · View original source

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Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking

What happened

Impact and signal

Affected components and suppliers

Source and time

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