ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom
ASML has said that the unprecedented spending and investment brought about by the artificial intelligence (AI) boom is not slowing down at all, as customers are already lining up to place orders for its advanced chipmaking tools for 2029 and 2030, according to a Reuters report citing ASML's Q3 2026 earnings published today, October 14. ASML CEO Christophe Fouquet said that the company would struggle to meet the demand despite plans announced in July to raise capacity by 30% in 2027 and another 30% in 2028. The company also confirmed on Wednesday that it will raise prices starting in 2027, with the full effect showing in 2028.
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Leading-edge foundry roadmaps for TSMC, Intel, and Samsung
ASML's roadmap for chipmaking lithography tools examined
Chinese chipmaking tool roadmaps examined
The Dutch company's comments follow its Q3 2026 earnings report, which detailed a net profit of €4.96 billion on …
You're reading a preview. The full article is published by Tom's Hardware on their website.
Read the full story on Tom's Hardware
