ASML Sees AI Demand Outstripping Tool Capacity
ASML reports booming AI demand is driving chip tool orders through 2030, with customers seeking more capacity than it can supply through 2028. The company raised its full year sales forecast following strong quarterly results.
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ASML HOLDING NV said artificial intelligence demand will exceed its chip-tool manufacturing capacity through 2028, with customers already booking orders into 2030. The Dutch company's shares have risen 70% this year amid soaring demand for advanced lithography systems. The supply bottleneck highlights the intense hardware race across the global semiconductor industry.
