ASML, a Dutch semiconductor equipment manufacturer, forecasts that AI technology demand will outstrip supply over the next two years. The company is considering expanding its production capacity beyond the planned 30% annual increase to meet this growing demand. Customers are already seeking to secure orders for 2029 and 2030, highlighting the sustained nature of this demand. ASML’s sales forecast for Q4 2026 exceeds analyst expectations, confirming that bottlenecks in AI infrastructure will not ease in the short term.
Source: Read the original article
Disclaimer: this content is for information purposes only and is not financial advice. Cryptocurrencies are highly volatile: you may lose all of your capital. Always do your own research. Legal notice
