ASML said its existing 2027 and 2028 supply plans cannot fully meet customer demand and that it is studying a further expansion of 2028 capacity beyond the previously planned 30% increase. Quarterly sales through September 27 were EUR 11.7 billion, up more than 50% year over year. The NXE:3800F EUV lithography system slated for introduction next year will raise productivity from 230 to 260 wafers per hour.
Why we recommend it: Capacity expansion and productivity upgrades are proceeding in parallel, offering concrete industry clues on how AI demand translates into EUV lithography equipment supply constraints.
Oct 12Mon
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OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6565
Kunyou Optoelectronics announced the completion of a C+ round exceeding 1 billion yuan, with investors undisclosed. The company's 12-inch wafer-level optics production line in Lingang, Shanghai, built with an investment of 2 billion yuan, is expected to be completed and come online in 2027, targeting AR, fiber optics, optical communications, automotive optics and optical computing markets. This follows its C round in January 2026 and a C+ round of nearly 400 million yuan in April.
Why we recommend it: The article lists three funding rounds this year and progress on the 12-inch wafer-level optics line, helping understand capital and capacity deployment in wafer-level optics
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Guangdian Hui · TrendsOptics industryOptics and AIPicksAI score6161
Suda Weige announced the successful delivery of an independently developed large direct-write lithography system for lithographic manufacturing of materials used in photonic chips, optical communications and optical chips. The system supports real-time 3D navigation autofocus on large-area substrates, proximity effect compensation during exposure and other functions. Several more large lithography system contracts are awaiting delivery. The company also plans to transfer 100% of Huarisheng for 550 million yuan, concentrating resources on micro- and nano-optics equipment and materials.
Why we recommend it: The equipment delivery and the planned exit from the reflective materials business together show a path of concentrating resources in micro- and nano-manufacturing, useful for understanding Suda Weige's technology portfolio and commercialization direction.