ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030 (Reuters)
ASML is already capacity-constrained two years out, with customers looking even further ahead.
The company said AI demand for its chip-printing tools is stronger than it can fully satisfy in 2027 and 2028. It is also seeing strong interest in orders for 2029 and 2030. The note appears alongside ASML’s raised 2026 sales forecast and Reuters’ report on demand outpacing supply. Techmeme's note
The company said AI demand for its chip-printing tools is stronger than it can fully satisfy in 2027 and 2028. It is also seeing strong interest in orders for 2029 and 2030. The note appears alongside ASML’s raised 2026 sales forecast and Reuters’ report on demand outpacing supply. Techmeme's note
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