DAILY SITUATION RECAP (@theojaffee): ASML will work to ship their EUV machines faster. The Dutch company’s extreme ultraviolet lithography machines are critical for all advanced semiconductor manufacturing, and cost hundreds of millions of dollars each. Its cycle time, the time between beginning production and shipping to a customer, currently takes about 22 weeks, but the company is working on reducing it to 15-16. Thanks to the AI boom, ASML’s 2027 capacity is already close to booked, and…