ASML CEO's words are quite straightforward: the AI computing power arms race has just begun, and chip capacity simply can't keep up with demand.

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CoinNetwork
CoinWorld News reports that ASML's CEO stated that with the surge in demand in the fields of artificial intelligence, satellites, and robotics, the global semiconductor market will face supply shortages in the foreseeable future. He pointed out that there may be intermittent bottlenecks in the chip supply chain, and the market size is expected to reach $1.5 trillion by 2030. The ASML CEO said, "The demand for artificial intelligence is so strong that we will face supply shortages for quite some time." He mentioned that projects like Elon Musk's massive "terafab" artificial intelligence plan and Starlink satellites could drive a new wave of demand growth. Meanwhile, ASML is working to increase production and improve equipment efficiency to keep up with the developments, but the scale of this growth is hard to predict and may exceed industry planning.
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