AI demand to exceed supply for 2 more years, says ASML
2 sources·Updated October 14, 2026
Covered by 2 sources
- Silicon Republic·2h agoAI-led demand overwhelms ASML’s 2027, 2028 supply capacity
Some customers have already placed orders for 2029 and 2030, ASML CEO Christophe Fouquet said.
Read at Silicon Republic → - Financial Times·3h agoAI demand to exceed supply for 2 more years, says ASML
Europe’s most valuable company said its clients that include TSMC and Intel were experiencing ‘very, very strong demand’
Read at Financial Times →