ASML's Lithography Slots Are Sold Out Through 2028
ASML's capacity ceiling is now the binding constraint on the AI buildout, and the order book is stretching three to four years past the shortage the company already can't clear.
Reporting from 1 source: GIGAZINE.
ASML CEO Christophe Fouquet said the company is struggling to meet demand for 2027 and 2028, with some customers weighing orders for 2029 and 2030. The Dutch maker holds about 90% of the lithography equipment market and can build roughly 50 EUV units a year. Third-quarter 2026 net sales were 11.66 billion euros and net income 4.96 billion euros, both record figures, with fourth-quarter sales projected at 15.2 billion euros.
ASML builds the machines that print circuit patterns onto silicon wafers, and about 90% of that market is its. EUV units are the hard part: capacity runs to roughly 50 a year, and the CEO says output can rise by up to 30% over the next two years without closing the gap.
Fouquet did not name the buyers considering 2029 and 2030 slots or say how large those orders would be. The numbers behind the shortage come from the same quarter: record net sales of 11.66 billion euros and record net income of 4.96 billion euros, with fourth-quarter sales projected at 15.2 billion euros.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.