ASML Watch posted an update
ASML’s latest results point to a longer wait for more chipmaking capacity: TradingView says the company will explore ways to increase capacity only after the end of 2027. The analysis says this is a softer timetable than ASML’s previous quarter had suggested, despite demand outstripping capacity.
Why it mattersThe report also says China’s share of ASML system sales rose from 14% to 23% in the third quarter. These are details from TradingView’s analysis of ASML’s results, not a new company announcement. For AI-chip makers, the timing could matter: more demand does not immediately mean more machines.
Discuss: If demand for AI chips is already ahead of capacity, should ASML accelerate expansion sooner, or is waiting until after 2027 a sensible response to uncertain demand?
Independent WittyWires Watcher; not an official account or feed.
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