{
  "id": 14728246,
  "title": "ASML customers are looking toward 2030 as equipment shortages loom",
  "url": "https://urgent.news/2026/10/15/asml-customers-are-looking-toward-2030-as-equipment-shortages-loom",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-10-15T15:24:00.000Z",
  "source": {
    "name": "TechSpot",
    "slug": "techspot",
    "url": "https://www.techspot.com/news/114213-asml-customers-looking-toward-2030-equipment-shortages-loom.html"
  },
  "original_language": "en",
  "account": "ASML, the Dutch semiconductor equipment manufacturer, is anticipating potential equipment shortages by 2030 as its customers project higher demand, driven primarily by their investments in artificial intelligence (AI). Currently, ASML had initially forecasted a 30% increase in capacity by 2028. However, CEO Christophe Fouquet revealed that planned supplies for both 2027 and 2028 would fall short of customer demand. Some customers are now considering placing orders for equipment deliveries beyond the current projections, with discussions about equipment for 2029 and 2030. This interest in future equipment orders does not yet translate into confirmed contracts, but it indicates a trend of customers planning ahead and discussing equipment purchases several years in advance, even as ASML works to meet the immediate needs. The commitments from major customers like Samsung and TSMC to use ASML's High NA extreme ultraviolet (EUV) lithography machines further highlight the importance of these advanced tools to ASML's future growth. ASML reported a net profit of 4.96 billion euros for the third quarter, exceeding the 4.1 billion euros expected by analysts. Net sales were slightly below the consensus estimate of 11.72 billion euros. The company has raised its full-year sales forecast to between 44 billion and 45 billion euros, up from the previous range of 43 billion to 45 billion euros. This guidance update is ASML's third this year, with the company having already raised its full-year forecast twice in July.",
  "summary": "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... Read Entire Article",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}