AI-led demand overwhelms ASML’s 2027, 2028 supply capacity
· Source: siliconrepublic.com
In short
ASML, a key player in the global semiconductor supply chain, faces overwhelming demand driven by AI investments, exceeding its planned 2027 and 2028 supply capacity. The company reported strong sales growth and anticipates demand extending into 2029 and 2030, prompting efforts to expand manufacturing capacity including a new industrial campus in the Netherlands.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 42, 2026: Planning AI reaches a quantified milestone as Cencora reports 10% forecast improvement
Tags: semiconductors, AI, supply, capacity, manufacturing, chips