Carl Zeiss SMT is projected to significantly increase its production capacity for EUV and immersion DUV optics by 20-25% and 40-50% year-over-year, respectively, by 2027. This expansion is driven by strong demand from ASML. Coupled with robust 2026 shipment forecasts, ASML's sales are expected to reach ","38-40 billion in 2026 and ","45-47 billion in 2027, surpassing current market consensus. The tweet also mentions TSMC's upward revision of capital expenditure and ASML's upward revision of backlog.