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ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom

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ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom

ASML has said that the unprecedented spending and investment brought about by the artificial intelligence (AI) boom is not slowing down at all, as customers are already lining up to place orders for its advanced chipmaking tools for 2029 and 2030, according to a Reuters report citing ASML's Q3 2026 earnings published today, October 14. ASML CEO Christophe Fouquet said that the company would struggle to meet the demand despite plans announced in July to raise capacity by 30% in 2027 and another 30% in 2028. The company also confirmed on Wednesday that it will raise prices starting in 2027, with the full effect showing in 2028.

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The Dutch company's comments follow its Q3 2026 earnings report, which detailed a net profit of €4.96 billion on net sales of €11.7 billion. It projects Q4 sales of €14.2 billion to €15.2 billion ($15.9 billion to $17 billion), boosting its full-year sales projections from at least €43 billion to €44-45 billion. ASML's shares rose 2% on Wednesday, up almost 70% so far this year, with its €586 billion market valuation making it Europe's largest firm by market cap.

According to Reuters , there had been concerns that the AI investment boom was losing steam. However, positive projections from the largest manufacturer of the tools for making AI chips and advanced semiconductors signal that chipmakers will keep expanding, sustaining demand across the AI industry well into the foreseeable future.


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