ASML says AI chip demand will outrun its supply in 2027 and 2028

The Dutch lithography giant posted record third-quarter results and raised its 2026 guidance as customers line up orders into 2029 and 2030 ASML just told the world it cannot build machines fast enough. The Dutch company says customer demand will exceed its supply in both 2027 and 2028, driven by the global rush to build AI infrastructure. The forecast arrived alongside ASML’s third-quarter results on October 14, 2026. Those numbers set records, and the company raised its full-year outlook. Chipmakers, meanwhile, are already trying to lock in equipment for the end of the decade.

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