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ASML warns chip demand for AI may outpace production capacity through 2028.

Market News
14 Oct 2026
Proactive Investors
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Bullish
ASML warns chip demand for AI may outpace production capacity through 2028.

ASML, a leading Dutch semiconductor equipment maker, reported record Q3 sales of €11.7 billion and net income of €5 billion, driven by strong demand for AI-related chips. The company raised concerns that its planned production capacity for 2027 and 2028 will not meet customer demand, with some clients even placing orders for 2029 and 2030. ASML is exploring ways to expand capacity beyond current plans. It expects Q4 sales between €14.2 billion and €15.2 billion and full-year 2026 sales of €44-45 billion, with improving margins and strong cash reserves supporting ongoing growth and share buybacks.

As of Oct 14, 2026 20:41 WIB, ASML shares trade at USD 1,726.51 on Pluang, showing a modest 0.51% gain over the past day. The company's market capitalization stands at $647.08 billion, reflecting strong investor interest amid its capacity concerns and ambitious sales targets. Pluang data also reveals a higher sell order activity at 72%, indicating some profit-taking despite the positive price movement.

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