On September 15, ASML Holding NV rose 3.03% in pre-market trading, trading at $1,622.78/share, with turnover of approximately $23.75 million. The rally was driven by fresh details on the company's aggressive EUV production ramp and a potential major customer comeback.

JPMorgan analysts revealed after meeting with ASML's Chief Financial Officer that the company is studying plans to produce more than 110 EUV lithography systems in 2028, fueled by persistently strong AI-driven demand. ASML had previously disclosed that its 2027 EUV capacity is nearly sold out, with at least 80 units deliverable that year, and a targeted output increase of approximately 30% for 2028. The CFO noted that the AI boom has fundamentally shifted customer procurement attitudes, with key clients continuously inquiring about additional equipment supply. The majority of new orders are now for 2028 delivery. Notably, the primary constraint on expanding EUV output is not the supply chain but rather the assembly speed of EUV systems. Meanwhile, Intel is expected to rejoin ASML's core customer roster, reinforcing the demand outlook.

This positive momentum follows a turbulent session on September 14, when ASML fell over 6% after Morgan Stanley cut its target price from 1,930 euros to 1,700 euros amid trade friction concerns.

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