ASML says it won't be able to make enough chipmaking machines to meet demand through 2028

[Skye Jacobs]

Forward-looking: ASML is considering expanding production capacity beyond its existing plans for 2028, saying it will not have enough equipment to meet customers' projected needs over the next two years. The company had already forecast a 30% increase in capacity by 2028. However, CEO Christophe Fouquet said that planned supply for both 2027 and 2028 would fall short of demand. Some customers are now expressing interest in placing orders for deliveries further into the future.

The demand is being driven primarily by customers' expectations of continued investment in AI, Fouquet said. It also comes as Samsung and TSMC committed during the third quarter to using ASML's High NA extreme ultraviolet (EUV) lithography machines. These next-generation tools are considered important to the Dutch equipment maker's future growth.

Fouquet said customers are raising their short- and medium-term equipment demand forecasts, largely because of their expectations for the scale and duration of AI investment. He added that some customers' projections are prompting them to consider equipment orders for 2029 and 2030.

That interest does not amount to confirmed orders. However, it shows that some customers are discussing equipment purchases several years in advance, even as ASML works to meet demand in the nearer term.

The company said it was exploring ways to increase production capacity beyond its previous target for 2028. It has not announced a revised target.

The commitments from Samsung and TSMC represent a separate development from those capacity discussions. They indicate customer support for High NA EUV technology, while the demand forecasts highlight broader pressure on ASML to deliver more equipment.

ASML reported third-quarter net profit of 4.96 billion euros, above the 4.1 billion euros expected by analysts surveyed by LSEG. Net sales of 11.66 billion euros were slightly below the consensus estimate of 11.72 billion euros.

The company also raised the lower end of its full-year sales forecast. It now expects revenue of 44 billion to 45 billion euros, compared with its previous range of 43 billion to 45 billion euros.

This was ASML's third guidance update this year. In July, it raised its full-year forecast for the second time. For the fourth quarter, ASML expects net sales of 14.2 billion to 15.2 billion euros. Analysts had forecast 14.2 billion euros.

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ASML says it won't be able to make enough chipmaking machines to meet demand through 2028

 

[Trapped Nowhere]

The mythical 2030 has returned

 

[James321]

This bubble can't pop soon enough.

I wonder what the next GOLD Rush will be.

Seems as soon an one end, there is another one around the corner.

 

[yRaz]

Good thing that banning the sale of EUV machines to China has taught them how to built their own! Not that they need Broadcoms permission to make ARM chips in China, but maybe they'll adopt RISC-V and that ecosystem will finally start getting developed after 20 years(almost 50 depending on where you want to start).

 

[trparky]

Not that they need Broadcoms permission to make ARM chips in China, but maybe they'll adopt RISC-V and that ecosystem will finally start getting developed after 20 years(almost 50 depending on where you want to start).

Reminds me of this...


We already have two computing architectures (ARM and x86_64), three if you count MIPS. The world doesn't need another one.

 

[yRaz]

Reminds me of this...
View attachment 91037

We already have two computing architectures (ARM and x86_64), three if you count MIPS. The world doesn't need another one.

well, ARM is an offshoot of RISC so anything made for RISC-V should be able to run natively on any ARM chip so it's not as bad as it sounds. I know I'm over simplifying it, but they're also not mutually exclusive. Funny thing is that China has also been making some killer ARM chips in recent years. We(the west) keep trying to stunt their progress by limiting their access to chips and software and they keep finding solutions. our atempts at limiting their access is actually making them more independent. And even Europe is getting of sick of US tech companies so we're actually our own worst enemy in this crap.

We can only say "well im taking my toys and going home" so many times before people just stop inviting us over to play

 

[Kashim]

We can only say "well im taking my toys and going home" so many times before people just stop inviting us over to play

This. Exactly this. I know you meant it as a bad thing for America, but for the rest of the world this is the best thing that could have happened. I hope the Orange Turd spends the next two years doing exactly what he's been doing; starting random wars, putting tariffs on everyone, screwing around with the world's economy, ridiculing, threatening, and extorting all of America's allies and neighbors, etc. All the talking heads on the Fox Propaganda Network can praise all that and act like the whole world has to bend over and take it forever because America prints the money. I can't wait to see the end result.

 

[trparky]

Funny thing is that China has also been making some killer ARM chips in recent years.

So are we, Apple specifically.

 

[yRaz]

This. Exactly this. I know you meant it as a bad thing for America, but for the rest of the world this is the best thing that could have happened. I hope the Orange Turd spends the next two years doing exactly what he's been doing; starting random wars, putting tariffs on everyone, screwing around with the world's economy, ridiculing, threatening, and extorting all of America's allies and neighbors, etc. All the talking heads on the Fox Propaganda Network can praise all that and act like the whole world has to bend over and take it forever because America prints the money. I can't wait to see the end result.

It's bad for America's economy but it's good for everyone as a whole. These tech companies are using their massive market positions to excert control over governments and while people have had enough for a long time now, the fact that other governments and economies have had enough is actually a good thing. The free market has to be free in order to function properly. We have not had a free market for a very long time. When we broke up the monopolies, created anti-trust laws(and enforced them), gave rights back to workers it created the best enconomy the world had ever seen. That, realistically, started dying about 40 years ago and has been completely dead for about 10-15 years.

And I'm at the point where I don't really care if it's bad for the American economy because the American economy hasn't worked for Americans for basically my entire adult life.

 

[trparky]

the American economy hasn't worked for Americans for basically my entire adult life.

Truer words have never been spoken.