Technologie: Europas wertvollster Konzern ASML rechnet mit jahrelangem Boom
Der Chipausrüster ASML wächst rasant, steigert Umsatz und Gewinn – und bekommt bereits heute Aufträge für das Ende des Jahrzehnts. Die Niederländer warnen jetzt vor Lieferengpässen.
Munich - Chip manufacturer ASML is banking on sustained growth, with top executive Christophe Fouquet revealing that some customers are already planning orders as far ahead as 2029 and 2030. These clients are revising their expectations for near and medium-term demand upwards, attributing the boost to investments in artificial intelligence (AI) data centers.
However, Fouquet cautioned of potential supply bottlenecks, stating that current capacities won't suffice to fulfill all orders in 2027 and 2028. In light of this, the company is considering extending its production capacities beyond the initially planned 30 percent increase for 2028. The optimistic forecast may offer reassurance to investors, who had seen global chip company stocks take a nosedive at the start of the week due to comments from Broadcom CEO Hock Tan, who had previously warned against overestimating AI expectations and financing challenges.
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