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

ASML's CEO highlighting significant demand from AI investments suggests robust growth prospects in the semiconductor sector.

Newsquawk StaffPublished 15 Apr 2026, 13:28 UTCOn the live feed at 13:08 UTC — 4 more headlines followed before this page went public

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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

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Customers tell us they are sold out for 2026 on memory.
Customers building capacity for logic.

Context

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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