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ASML says AI demand will exceed chip-tool capacity through 2028

Dutch chip-equipment maker ASML says demand driven by artificial intelligence will exceed its manufacturing capacity through 2028. The company, the world's leading supplier of lithography machines essential for advanced chip production, expects AI-related orders to outstrip what it can build, pointing to a continued supply squeeze in the semiconductor industry.

Why now: ASML's warning signals a multi-year supply bottleneck in the chip equipment market driven by booming AI investment.

ASMLartificial intelligencesemiconductor industry

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