ASML will be unable to meet AI-driven customer demand in 2027, 2028

ASML said on Wednesday AI-driven demand for its chip-printing tools is so strong that it will not be able to fully meet customer demand in 2027 or 2028 and it is looking at ways to further expand capacity.

The biggest maker of equipment needed to manufacture computer chips forecast sales for the fourth quarter of 2026 of €14.2 billion to €15.2 billion ($15.9 billion to $17.0 billion), above analyst expectations, with a gross margin of around 57%.

Analysts polled by LSEG had expected sales of €14.19 billion.