ASML Warns AI Chip Demand Will Outrun Its 2027–2028 Supply
investor.asml.com ● Covered by 2 sources
ASML warned that AI-driven demand for chips will exceed the supply of chip-making machines it plans to deliver in 2027 and 2028. The company is planning a 30% capacity increase for 2028 but is considering adding more. As a result, ASML may expand capacity beyond that 2028 target to meet AI chip demand.
Why it matters
ASML says it expects AI-driven chip demand to exceed the supply of chip-making machines it planned to deliver in 2027 and 2028. It’s also weighing additional capacity beyond a planned 30% increase for 2028.