ASML Warns AI Demand Will Outstrip Semiconductor Production Capacity by 2027-2028

ASML, a key equipment supplier to the semiconductor industry, reported record quarterly sales of €11.7 billion in the third quarter but warned that its current production plans would fall short of customer demand in 2027 and 2028. This shortfall is attributed to the continuous increase in orders driven by significant AI investment, indicating a persistent bottleneck in the semiconductor supply chain for advanced AI infrastructure.