ASML reports progress toward wider use of its newest chipmaking machines, supporting future demand. It expects customer demand to exceed planned output in 2027 and 2028, which may limit sales.
This gives ASML signs that chipmakers are moving its newest machines toward factory use, which could create more demand over time. The benefit may take years to arrive, and ASML says its planned output will not meet customer demand in 2027 or 2028. Still, buyers wanting more machines than ASML can make points to demand, not a lack of customers.
Intel has used the machines on more than 1 million wafers, with results matching or beating comparable older methods. The story gives no change to Intel’s sales or profits, so it does not change the company’s business picture.
TSMC plans to begin using the machines in 2030 and work with ASML on larger masks. The story reports plans, but no change to TSMC’s sales or profits, so it does not change the company’s business picture.
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