Intel revised its 2026 capital expenditure plans. The company increased spending on manufacturing tools, reversing a previously anticipated pullback.

Intel confirmed it will deploy the next-generation High-NA EUV lithography technology. This technology supports demand from 2027 onwards. It will be integrated into Intel’s future 14A process node.

Equipment suppliers, including ASML, are pushing into advanced packaging to serve the growing AI market.

This announcement follows a recent rally in ASML’s stock. Investors are closely watching ASML’s scheduled Q4 2025 financial results. The company reports earnings on January 28, 2026.