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$ASML Warns 2027–2028 Capacity Will Fall Short of Demand
ASML reported record Q3 revenue of €11.7B, up 25% sequentially, as AI-driven demand continues to accelerate
CEO Christophe Fouquet warned that planned equipment supply for both 2027 and 2028 is insufficient to meet customer demand
The company is now exploring further capacity expansion for 2028, beyond its previously planned 30% increase, while some customers are already discussing orders for 2029 and 2030