ASML forecasts AI demand to outstrip supply for next two years

ASML, a leading semiconductor-equipment manufacturer based in the Netherlands, has projected that demand for AI technology will surpass supply for the next two years. This statement comes as ASML considers expanding its production capacity beyond the planned 30% increase each year to meet the growing appetite for advanced AI chips. Customers are already expressing interest in securing orders for 2029 and 2030, underscoring the persistent demand. The company’s optimistic forecast for fourth-quarter 2026 sales, which exceed analyst expectations, suggests that the AI infrastructure bottleneck will not ease in the short term.

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