ASML announced its Q3 earnings, with diluted EPS reaching €12.93, exceeding market expectations by over 20%. The company also disclosed that its current order backlog has surpassed its existing capacity limits for 2027 and 2028, with customer demand extending into 2029 and even 2030. ASML is exploring increasing its capacity expansion beyond the previously planned 30% growth rate by 2028. JPMorgan Chase and UBS research reports noted that ASML's performance and expansion plans directly counter pessimistic market expectations of declining lithography intensity, and they project ASML's full-year revenue growth in 2026 to outperform the global wafer fab equipment market.