ASML Warns of AI Demand Outpacing Supply for Next 2 Years
Guidance·1 article across 1 outlet
Story updated Rewritten when the story materially grows; the wire is checked every 15 minutesAbout this data
ASML Holding NV has indicated that the surge in artificial intelligence spending will lead to a supply shortfall of its chip-making machines over the next two years. The company, which counts TSMC and Intel among its clients, reported 'very, very strong demand' for its products.
Despite the anticipated supply challenges, ASML has raised its sales forecast for 2026, reflecting the ongoing boom in AI-related investments. The company's ability to meet this demand will be closely watched as it navigates the increasing pressures in the semiconductor market.
ASMLTSMCIntel
Sources
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SourceReports the news
“Europe’s most valuable company said its clients that include TSMC and Intel were experiencing ‘very, very strong demand’”
FT — AI demand to exceed supply for 2 more years, says ASML“ASML Holding NV warned that soaring artificial intelligence spending meant that it faces a potential supply shortfall with its chip-making machines in the next two years, even as it boosted its own 2026 sales forecast.”
Bloomberg — ASML Says It Can’t Keep Up With AI Demand for Chip Tools