GoKawiilASML says demand will outstrip planned chipmaking equipment supply through 2028
ASML CEO Christophe Fouquet said planned equipment supply for 2027 and 2028 will fall short of customer demand, even after a previously forecast 30% capacity increase by 2028. The company is exploring ways to expand capacity further, and some customers are already discussing orders stretching into 2029 and 2030. Separately, Samsung and TSMC committed in the third quarter to adopting ASML's High NA EUV lithography machines.
GoKawiil's interpretation of the reporting above, not reported fact.
The gap between demand and supply suggests AI-driven chip investment is running ahead of even recent upward forecasts, which could strain ASML's manufacturing and supply chain for years. Early customer interest in orders years out indicates confidence that AI-related demand will persist rather than be a short-term spike, though such interest is not yet confirmed as firm orders.
- ASML says planned 2027-2028 supply won't meet projected customer demand
- Samsung and TSMC have committed to ASML's High NA EUV machines
- Some customers are already discussing orders for 2029 and 2030
Source: techspot.com — Skye Jacobs, 2026-10-15
Published there as: “ASML says it won't be able to make enough chipmaking machines to meet demand through 2028”
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