ASML (ASML NA) CEO says AI investments translate into a "lot of demand" for advanced memory and logic; reiterates supply will not meet demand in the foreseeable future
- Customers tell us they are sold out for 2026 on memory.
- Customers building capacity for logic.
Context
ASML's CEO highlighting significant demand from AI investments suggests robust growth prospects in the semiconductor sector. The assertion that supply will not meet this increasing demand indicates potential pricing power and market tightness, which could affect not only ASML but also its customers and competitors in the industry.
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