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ASML is missing orders for chip machines due to artificial intelligence

ASML's Q3 2026 earnings highlight how the AI boom is straining semiconductor supply chains, with tool orders extending to 2029 and 2030. Read about ASML's plans to scale manufacturing capacity and adjust pricing. Ac

ASML's Q3 2026 earnings highlight how the AI boom is straining semiconductor supply chains, with tool orders extending to 2029 and 2030.

Read about ASML's plans to scale manufacturing capacity and adjust pricing.

According to financial data published by the company on October 14, 2026, its customers are already placing orders for machines to be delivered in 2029 and 2030. ASML's head, Christophe Fouquet, said the company will struggle to meet this demand, even though since July it has announced plans to increase its production by 30% in 2027 and by another 30% in 2028.

At the same time, the company confirmed that it will increase the prices of its products from 2027, with the full impact of this change being seen in 2028.

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