ASML Holding (NasdaqGS:ASML) Warns 2027 And 2028 Capacity Will Miss AI Demand

Simply Wall St.10-25 13:37

ASML Holding (NasdaqGS:ASML) told customers its planned production capacity will not satisfy demand in 2027 and 2028. The company linked the expected shortfall to rising AI chip demand that is ...

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The company linked the expected shortfall to rising AI chip demand that is ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-nasdaqgsasml-warns-2027-and-2028-capacity-will\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML Holding (NasdaqGS:ASML) Warns 2027 And 2028 Capacity Will Miss AI Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML Holding (NasdaqGS:ASML) Warns 2027 And 2028 Capacity Will Miss AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-25 13:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-nasdaqgsasml-warns-2027-and-2028-capacity-will><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML Holding (NasdaqGS:ASML) told customers its planned production capacity will not satisfy demand in 2027 and 2028. The company linked the expected shortfall to rising AI chip demand that is ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-nasdaqgsasml-warns-2027-and-2028-capacity-will\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-nasdaqgsasml-warns-2027-and-2028-capacity-will","article_id":"2678184291","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-nasdaqgsasml-warns-2027-and-2028-capacity-will","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2678184291","pubTimestamp":1792906654,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"ASML Holding (NasdaqGS:ASML) told customers its planned production capacity will not satisfy demand in 2027 and 2028.\nThe company linked the expected shortfall to rising AI chip demand that is increasing orders for its advanced lithography equipment.\nManagement is weighing further capacity expansion and confirmed significant equipment price increases are scheduled from 2027.\nASML's warning on future capacity limits and higher tool pricing only captures one slice of the bigger investment...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","ILOW":"AB International Low Volatility Equity ETF","FFGX":"Fidelity Fundamental Global ex-U.S. ETF","IFLR":"Innovator International Developed Managed Floor ETF","LU0084288322.USD":"Natixis Asia Equity RD USD","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","DBEF":"Xtrackers MSCI EAFE Hedged Equity ETF","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","BK4543":"AI","BK4147":"半导体设备","ASMG":"2倍做多ASML ETF- Leverage Shares","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","CHPX":"Global X AI Semiconductor & Quantum ETF","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","DBEU":"Xtrackers MSCI Europe Hedged Equity ETF","EPAI":"Harbor AI Inflection Strategy ETF","ASMH":"ASML Holding NV ADRhedged","EFA":"欧澳远东指数 ETF-iShares MSCI","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","GSID":"Goldman Sachs MarketBeta International Equity ETF","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","FENI":"FIDELITY ENHANCED INTERNATIONAL ETF","LU2063271972.USD":"富兰克林创新领域基金","ASMU":"Direxion Daily ASML Bull 2X ETF","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4585":"ETF&股票定投概念","03165":"华夏欧优股对冲","CGIC":"Capital Group International Core Equity ETF","ASML":"阿斯麦","PQNT":"Pictet AI Enhanced International Equity ETF","IEFA":"iShares Core MSCI EAFE ETF","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC"},"translate_title":"ASML Holding（纳斯达克GS:ASML）警告 2027 年和 2028 年的产能将无法满足人工智能需求","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HBMX":0.6,"GSID":0.6,"ASML":1.97,"EPAI":0.6,"DBEU":0.6,"CGIC":0.6,"PQNT":0.6,"03165":0.6,"FENI":0.6,"CHPX":0.6,"IEFA":0.6,"IFLR":0.6,"ASMH":0.6,"ASMU":0.6,"FFGX":0.6,"ILOW":0.6,"ASMG":0.6,"DBEF":0.6,"EFA":0.6},"content_text":"ASML Holding (NasdaqGS:ASML) told customers its planned production capacity will not satisfy demand in 2027 and 2028. The company linked the expected shortfall to rising AI chip demand that is increasing orders for its advanced lithography equipment. Management is weighing further capacity expansion and confirmed significant equipment price increases are scheduled from 2027. ASML's warning on future capacity limits and higher tool pricing only captures one slice of the bigger investment picture. Our analysis turns up 3 other big wins for ASML Holding as well.  To broaden your watchlist beyond ASML, explore other chip equipment and infrastructure stocks through 55 AI infrastructure stocks. NasdaqGS:ASML Earnings & Revenue Growth as at Oct 2026 ASML Holding supplies advanced lithography systems that chipmakers use to pattern circuits on silicon wafers, so its production choices directly influence how much cutting edge semiconductor capacity the industry can add. As AI workloads push customers to build more complex processors, the firm's tools effectively control how quickly that build out can occur. Does the team leading ASML Holding have what it takes? See our full breakdown of the management team's track record and compensation. AdvertisementHow does this capacity shortfall affect ASML Holding's business model? ASML Holding already operates as a key bottleneck in advanced chip production, and this announcement reinforces that role. Limited tool availability in 2027 and 2028 means chipmakers may need to plan factories around what ASML can ship, which can support long contracting cycles and higher reliance on its installed base and services. What does rising AI demand plus higher pricing mean for ASML's competitive position? Surging AI workloads push customers toward the most advanced lithography gear, where ASML faces little direct like-for-like competition. The planned tool price hikes from 2027 test how much pricing power that position gives the company and how far customers accept higher costs in exchange for access to leading-edge capacity. What should investors watch next to see if this ASML story holds together? The next key proof point sits in how ASML updates its 2028 capacity and pricing plans at upcoming capital markets communication and in formal guidance. Order intake for advanced tools, the mix of AI-related bookings and any concrete expansion targets beyond the current 30% capacity uplift will show whether management can balance scarcity with growth. Add ASML Holding to your Watchlist and get alerts as these catalysts play out. This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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