SignalTech/AI
ASML says supply will not meet demand at least until 2028
ASML projects supply shortage through 2028, signaling sustained pricing power.
Context
What happened: ASML said AI-driven demand for its chipmaking equipment is expected to exceed supply in 2027 and 2028, and it is exploring additional capacity expansion.
Key numbers: Supply shortfall expected in 2027 and 2028.
Why it matters: The company is looking at ways to increase production to address the expected gap between demand and supply.
Coverage: 6 outlets in 24h
What changed
ASML said AI-driven demand for its chipmaking equipment is expected to exceed supply in 2027 and 2028, and it is exploring additional capacity expansion.
Why it matters
The company is looking at ways to increase production to address the expected gap between demand and supply.
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Oct 14, 2026 09:17 AM ET