$ASML warns that capacity in 2027–2028 will be insufficient to meet demand
ASML reported record revenue of €11.7 billion in the third quarter, up 25% quarter over quarter, as AI-driven demand continues to accelerate
CEO Christophe Fouquet warned that planned equipment supply for 2027 and 2028 will not be sufficient to meet customer demand
The company is now exploring expanding capacity for 2028 beyond the previously planned 30% increase, while some customers are already discussing orders for 2029 and 2030
$ASML
ASML reported record revenue of €11.7 billion in the third quarter, up 25% quarter over quarter, as AI-driven demand continues to accelerate
CEO Christophe Fouquet warned that planned equipment supply for 2027 and 2028 will not be sufficient to meet customer demand
The company is now exploring expanding capacity for 2028 beyond the previously planned 30% increase, while some customers are already discussing orders for 2029 and 2030
$ASML