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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 …

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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

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Reuters — 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 ↗

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CNBC: ASML reports Q3 net sales of €11.66B, vs. €11.72B est., a €4.96B net profit, vs. €4.1B est., and raises its 2026 net sales forecast from €43B-€45B to €44B-€45B

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Tom's Hardware: ASML's European revenue share dropped to 0% in Q1 and Q2 2026, down from 1% in 2025 and 5% in 2024; ASML is urging EU authorities to create demand for EU chips

Reuters: AMD CEO Lisa Su says the company plans to "substantially increase" supply in 2027 and needs "more advanced wafer capacity", as she meets Foxconn and TSMC

South China Morning Post: ASML expects China to account for ~20% of total sales in 2026, after Q3 sales there surged 109% QoQ, lifting China's share of machine sales from 14% to 23%

Bloomberg: Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks

The Register: Micron CEO Sanjay Mehrotra says RAM shortages will persist into 2028 and perhaps beyond, and customers will pay "much higher prices" than they did this year

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