ASML Raises Q4 Guidance on AI Demand, Says It Can't Fill Orders Through 2028
Scobleizer · x · 2026-10-15
ASML guided Q4 sales above expectations on AI demand and said it cannot fully meet customer orders through 2028. As the maker of the machines that make AI chips being sold out for three-plus years, the comment thread reads it as a leading indicator that the AI compute buildout is not slowing down.
Related event: ASML Raises Q4 Guidance on AI Demand, Says Capacity Sold Out Through 2028(2 posts)→
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