ASML Says It Won't Be Able to Make Enough Chipmaking Machines to Meet Demand Through 2028

ASML Just Delivered Excellent News for Micron Stock Investors

Supply constraints are spreading in the semiconductor industry.

ASML’s ‘sold out’ outlook forces investors to look beyond demand

Chip equipment maker plans to address backlog by shortening assembly times, upgrading existing machines and introducing faster models

ASML says it won't be able to make enough chipmaking machines to meet demand through 2028

The demand is being driven primarily by customers' expectations of continued investment in AI, Fouquet said. It also comes as Samsung and TSMC committed during the third quarter to using ASML's High NA extreme ultraviolet (EUV) lithography machines. These next-generation tools are considered important to the Dutch equipment maker's future...Read Entire Article

ASML's 'sold out' outlook forces investors to look beyond ...

(This story has been corrected to change Mark Sloan's designation to Senior Analyst, not portfolio manager, in paragraph 13.) Corrects title of Mark Sloan ...

ASML explores capacity expansion beyond 30% increase for 2028

Dutch semiconductor equipment maker ASML said on Wednesday that it is exploring ways to expand production capacity beyond the previously announced 30% increase planned for 2028.