AI demand to exceed supply for 2 more years, says ASML

What happened: ASML said demand for its equipment from clients including TSMC and Intel will exceed supply for two more years, citing very, very strong demand. Why it matters: The outlook from Europe's most valuable company signals sustained capital spending by chipmakers on AI-related capacity. Key numbers: Two more years of demand exceeding supply. Coverage: 4 outlets in 24h

ASML signals sustained AI chip demand outpacing supply for two more years.

ASML signals sustained AI chip demand outpacing supply for two more years. — impact context not separately stored; see What changed.