#ASML
1 stories · 1 issues · daily ASML news timeline
#ASML timeline · newest first
Thu, Oct 15
ASML earns €5 billion in Q3 and says supply in 2027 and 2028 won't fully meet customer demand
The AI chip bottleneck is moving upstream from the fabs; when even lithography tools must be booked four or five years out, capacity itself becomes the scarcest asset.