Key facts
- ASML's CEO acknowledged supply will not meet demand in 2027 and 2028.
- Investors are concerned about ASML's capacity to meet AI chip demand.
ASML's Chief Executive Officer Christophe Fouquet has indicated that the company's production capacity for chip-printing tools will be insufficient to meet demand in both 2027 and 2028. This outlook has raised concerns among investors regarding ASML's ability to ramp up its manufacturing capabilities sufficiently to capitalize on the substantial demand for artificial intelligence chips.
