ASML says AI demand will exceed chip-tool capacity through 2028
ASML, a leading chip equipment maker, expects demand for its advanced chipmaking tools to exceed supply capacity through 2028, driven by the surge in AI chip production. The company has raised its 2026 sales outlook to €44 billion–€45 billion after reporting record quarterly revenue and stronger profit. Customers are already inquiring about orders for 2029 and 2030.
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- ✓ ASML expects AI chipmaking equipment demand to exceed supply through 2028
- ✓ ASML has raised its 2026 sales outlook to €44 billion–€45 billion
- ✓ Customers are already inquiring about orders for ASML's advanced chipmaking tools for 2029 and 2030
- ✓ ASML aims to produce over 110 EUV machines annually by 2028
What changed
ASML raised its sales outlook for 2026 and warned that demand will exceed capacity through 2028, citing strong interest in its advanced chipmaking tools for AI chip production.
Live updates
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ASML warns AI demand will outstrip chip-tool capacity through 2028
ASML, a leading chip equipment maker, expects demand for its advanced chipmaking tools to exceed supply capacity through 2028, driven by the surge in AI chip production. The company has raised its 2026 sales outlook to €44 billion–€45 billion after reporting record quarterly revenue and stronger profit. Customers are already inquiring about orders for 2029 and 2030.
Why it matters
The global semiconductor industry is experiencing a significant shift with the rise of AI, driving demand for specialized chipmaking tools. ASML is a critical player in this market, supplying equipment to major chip manufacturers like TSMC and Nvidia. The company's performance has a ripple effect on the entire semiconductor supply chain.
What is confirmed
- ASML expects AI chipmaking equipment demand to exceed supply through 2028
- ASML has raised its 2026 sales outlook to €44 billion–€45 billion
- Customers are already inquiring about orders for ASML's advanced chipmaking tools for 2029 and 2030
- ASML aims to produce over 110 EUV machines annually by 2028
Still unconfirmed
- ASML will be unable to meet AI-driven customer demand in 2027, 2028
What to watch next
- ASML's quarterly earnings report for 2027
- Updates on ASML's production capacity expansion
- TSMC and Nvidia's future chip production plans
confidence 85%Sources used for this update (14)
- CNBC — ASML says it's getting order interest through 2030 as profit smashes expectations
- Bloomberg.com — ASML Boosts Outlook as Demand for Chip Tools Outpaces Supply
- Reuters — ASML will be unable to meet AI-driven customer demand in 2027, 2028
- WSJ — Chip-Machine Supplier ASML Boosts Guidance for Third Time On Surging AI Demand
- Yahoo Finance — Update: ASML Fiscal Q3 Earnings, Sales Rise
- Barron's — Why the Chip Stocks Slump Is Deepening After ASML’s Strong Earnings
- Investor's Business Daily — Chip-Gear Giant ASML Posts Mixed Q3 Results, Guides Up
- www.marketbeat.com — Top Biotech Stocks To Research - October 14th | MarketBeat
- www.ibtimes.com — ASML Says AI Chip Demand Is Stretching Into 2030. It Already ...
- coinpaper.com — ASML Targets Over 110 EUV Machines Annually by 2028 as Nvidia and TSMC Drive Chip Equipment Demand
- www.fool.com — Why is ASML the "real" bottleneck in the AI chip market?
- www.channelnewsasia.com — ASML says AI demand will exceed chip-tool capacity through ...
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