Hardware2 hOctober 15, 2026, 00:28

ASML Struggles to Keep Up With High AI Demand

ASML is racing to expand capacity as demand for advanced chipmaking equipment stretches into 2029 and 2030. Intesa Sanpaolo analyst Antonella Frongillo sees further upside for ASML despite uncertainty around its China business and new regulatory restrictions.

Bloomberg

Open source

ASML is expanding output of chipmaking equipment for AI
Equipment makers discuss customer demand into 2029–2030
Intesa Sanpaolo analyst sees further upside for ASML
Risks: China business uncertainty and new restrictions

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ASML Struggles to Keep Up With High AI Demand

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