# ASML Expects AI Chip Equipment Shortage to Continue Through 2028

- URL: https://stocks.freetheai.org/news/asml-expects-ai-chip-equipment-shortage-to-continue-through-2028-2b2a86
- Published: 2026-10-14T07:42:07Z
- Category: company_news; sentiment: bullish; impact: high
- Symbols: [NASDAQ:ASML](https://stocks.freetheai.org/symbols/NASDAQ-ASML), [EURONEXT:ASML](https://stocks.freetheai.org/symbols/EURONEXT-ASML)
- Written by our AI from expert market sources across the web for FreeTheAI Stocks, built by Vibhek Soni
- How write-ups are made: https://stocks.freetheai.org/how-we-write
- Not financial advice: https://stocks.freetheai.org/disclaimer

ASML Holding NV (NASDAQ:ASML) expects demand for its semiconductor manufacturing equipment to outstrip supply in 2027 and 2028 due to surging investments in artificial intelligence. To address the persistent shortfall, the Dutch manufacturer is evaluating options to expand production beyond its existing target of 30% growth for those years.

The ongoing capacity imbalance underscores the scale and multi-year horizon of corporate spending on advanced logic and memory chips for AI models. Chief Executive Officer Christophe Fouquet noted that planned capacity boosts will not be enough to satisfy customer needs, with some buyers already seeking delivery commitments for 2029 and 2030.

Alongside its long-term outlook, ASML raised its full-year 2026 net sales guidance to between 44 billion and 45 billion euros. For the fourth quarter, the firm projects net sales of 14.2 billion to 15.2 billion euros, following third-quarter net sales of 11.7 billion euros and net income of 4.96 billion euros.

## Key points

- ASML predicts AI-driven demand for chipmaking equipment will exceed supply in 2027 and 2028.
- The company is exploring ways to expand production beyond its planned 30% capacity increase.
- Customers are already requesting orders for delivery in 2029 and 2030.
- Full-year 2026 net sales guidance was raised to between 44 billion and 45 billion euros.
- Third-quarter net sales reached 11.7 billion euros with net income of 4.96 billion euros.

## Questions and answers

### Why is ASML experiencing a shortage of chipmaking equipment?

High demand driven by artificial intelligence investments in advanced logic and memory chips is exceeding ASML's production capacity for 2027 and 2028.

### What is ASML's updated sales guidance for 2026?

ASML raised its 2026 net sales forecast to between 44 billion and 45 billion euros, up from its previous outlook of 43 billion to 45 billion euros.

### How far in advance are customers ordering equipment from ASML?

Customers are already seeking to place orders for 2029 and 2030 to secure long-term semiconductor production capacity.