Lead times — the lag between when a chip is ordered and delivered — increased by two days to 26.6 weeks last month, according to research by Susquehanna Financial Group. For the medium term we're also looking at 20 units for High-NA.""Backed by a very well filled orderbook and a ramp in production capacity 2023 is shaping up well already," said Marc Hesselink, an Amsterdam-based analyst ING. Hesselink said he sees an unchanged picture overall with "high demand for years to come."ASML stock dropped about 16% since the start of the year, compared with about a 21% retreat in the Stoxx Europe technology index.