ASML's outlook has been boosted by record demand for ai chips, leading to an increase in its forecast for 2026. The company plans to expand its capacity, with some reports indicating a 30% increase in euv capacity for two consecutive years, and boost output to meet surging demand. However, the increased production plans may be accompanied by significant job cuts, with one report mentioning 1,700 job cuts, as the company adjusts to the changing market.