ASML warns of equipment shortages through 2028 as AI demand surges

ASML said its planned capacity will not fully meet customer demand in 2027 and 2028, with some customers already seeking equipment for 2029–2030. Third-quarter revenue rose 55.2% year on year to €11.66 billion and net income jumped 133.4% to €4.96 billion.

• ASML Q3 revenue reached €11.66 billion, up 55.2% year on year
• Memory chip equipment revenue hit €3.8 billion, up 98%
• ASML will expand 2028 capacity beyond the previously announced 30% increase
• South Korea became ASML's largest market for new equipment sales in Q3