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ASML customers are looking toward 2030 as equipment shortages loom

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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-...

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