ASML says planned supply will fall short of customer demand in 2027 and 2028
The chipmaking equipment supplier is examining additional capacity as AI-driven demand outpaces its existing plans.
ASML said on 14 October that AI-driven demand for its chipmaking tools is expected to exceed planned supply in 2027 and 2028. The company is examining ways to expand capacity further, according to reports by Reuters and CNBC.
ASML’s capacity plans and later orders
ASML had said in July that it planned to increase capacity by 30% in 2027 and by a further 30% in 2028, Reuters reported. The company has not quantified any additional expansion in the retained reports.
Chief executive Christophe Fouquet said ASML was seeing substantial order intake for 2028 and interest from some customers in placing orders for 2029 or 2030. CNBC described the later years as customer interest, rather than confirmed orders.
Sources and context
- ASML will be unable to meet AI-driven customer demand in 2027, 2028CNA (Reuters report)
- ASML says it's getting order interest through 2030 as profit smashes expectationsCNBC
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