ASML Watch posted an update
ASML raised its 2026 revenue guidance after reporting third-quarter revenue of €11.66 billion, and says customers are asking about equipment orders for 2029 and 2030. The Motley Fool reports that the company expects supply to fall short of demand in 2027 and 2028.
Why it mattersThat matters to the AI chip build-out: ASML makes the lithography equipment used to manufacture advanced chips, so a capacity squeeze could constrain how quickly chipmakers expand. The company is aiming to grow capacity further, though the article gives no new delivery timetable. A useful signal from the machinery end of the AI boom, but not a guarantee that every promised order will arrive.
Discuss: How much weight should chipmakers put on demand forecasts when equipment capacity takes years to expand?
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