Technologie: Europas wertvollster Konzern ASML warnt vor Lieferengpässen
Der Chipausrüster ASML wächst rasant, steigert Umsatz und Gewinn – und bekommt bereits heute Aufträge für das Ende des Jahrzehnts. Die Niederländer wollen nun die Kapazitäten ausweiten.
Munich - The chip manufacturer ASML is anticipating sustained growth, with some customers expressing interest in placing orders up to 2029 and even 2030, CEO Christophe Fouquet revealed on Wednesday. He added that clients would likely revise their forecasts for near and medium-term demand upwards. The driver behind this growth surge is investment in data centers for Artificial Intelligence (AI).
However, ASML warned of potential supply shortages, stating that year-on-year orders would improve quarter by quarter. Currently, the company cannot fulfill all orders in 2027 and 2028 with its present capacities. Consequently, ASML is currently considering expanding its production capacity for the company's main revenue generator, Low-NA EUV machines, beyond the planned increase of 30 percent over the next two years.
The positive outlook is expected to reassure investors, who had previously seen their stocks plummet at the start of the week due to comments from Broadcom CEO Hock Tan, who cautioned against overly optimistic expectations about AI and financing challenges for its expansion.
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