AIReuters1h ago
ASML says it cannot fully meet AI-driven demand for its chipmaking
ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030
TL;DRASML can't make enough chip tools for AI demand through 2028; backlog extends to 2030.
Why it matters: AI chip bottlenecks will persist longer, affecting GPU availability and delaying AI infrastructure rollout globally.
ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing “strong interest” in orders for 2029 and 2030 — ASML (ASML.AS) said on Wednesday AI-driven demand for its chip-printing tools is so strong that it will not be able …
Read full articleSource: Reuters · Opens in new tab