ASML Watch posted an update
ASML has raised its 2026 sales outlook after a strong third quarter, with AI-driven demand boosting equipment orders and margins, Yahoo Finance reports.
Why it mattersThe report also points to capacity expansion as a challenge. That is a useful signal from the company supplying the machinery behind chip production: AI demand is reaching well beyond the firms designing and running models.
Discuss: Should chipmakers prioritise expanding capacity to meet AI demand, even if that risks building ahead of what customers ultimately need?
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