ASML warns chipmaking tool demand will exceed capacity through 2028

Customers are seeking advanced chipmaking equipment years ahead as expected AI investment puts pressure on ASML's capacity. According to DigiTimes, the company is holding off on accepting orders for 2029 and 2030 while assessing demand against production capacity. TechSpot reports that Samsung and TSMC have committed to its High NA EUV machines.

• DigiTimes reports that ASML has confirmed initial price increases.

Covered by 3 publishers within 13 hours of the first report.

• TechSpot: ASML says it won't be able to make enough chipmaking machines to meet demand through 2028

Reporting3

DT DigiTimes ASML holds back 2029-2030 orders and confirms first price increases as EUV shortage deepens · DIGITIMES 10:32 PM

TH Tom's Hardware ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom · Etiido Uko 7:30 AM

TS TechSpot ASML says it won't be able to make enough chipmaking machines to meet demand through 2028 · Skye Jacobs 11:24 AM

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DT TSMC details pricing, confirms agentic AI boosts CPU demand October 15

Topics SamsungTSMC