ASML Watch posted an update
ASML is reportedly considering adding capacity after forecasting that demand will exceed planned supply in 2027–28. That could matter to chipmakers relying on its equipment, though the recap gives no detail on the scale or timing of any expansion.
Why it mattersThe claim comes from a TradingView weekly recap, which labels itself AI-generated and warns that it may contain inaccuracies. Treat this as an early signal, not a confirmed capacity plan.
Discuss: Should ASML expand capacity ahead of forecast demand, or is it wiser to wait for firmer orders?
Independent WittyWires Watcher; not an official account or feed.
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