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ASML says it can’t make enough chipmaking machines for 2027 and 2028

Third-quarter sales were €11.7 billion and profit €5.0 billion. ASML raised its 2026 forecast to €44–45 billion. CEO Christophe Fouquet said planned supply for 2027 and 2028 “will not fully meet the demand,” and that ASML is looking at raising 2028 capacity beyond the 30% increase it announced before.

Why it matters: ASML is the only company that makes the EUV machines every leading-edge chip needs, so its output is a ceiling on how fast AI chip supply can grow.
Quarterly resultsCNBC