ASML says planned chip-tool supply will fall short of customer demand through 2028
The Dutch lithography supplier said its customers are raising equipment forecasts, primarily because of their expectations for AI investment. Some have expressed interest in orders for 2029 and 2030, and ASML is investigating capacity beyond its previously planned 2028 increase. It raised the bottom of its 2026 sales forecast to €44 billion.
ThereforeASML says upgrades to existing tools can help chipmakers increase wafer capacity as it investigates more supply.