ASML warns that its planned 2027–2028 lithography machine production capacity will not meet expected AI-driven semiconductor demand and signals possible capacity expansion
Feature update Provisional 78% confidence first seen
ASML reported record quarterly results while warning that its planned lithography machine delivery capacity for 2027–2028 may fall short of chip customer demand driven by the AI boom. The company said it plans a 30% capacity increase (including for 2028) and is reassessing whether additional expansion will be needed to satisfy demand extending into 2029–2030.