Asml Chief Executive admitted that investment in AI infrastructure is strongly driving the semiconductor industry growth, with customer capacity already sold out until the end of the year, and expects that supply bottlenecks will inevitably continue beyond 2026.
To cope with this frenzy, the company is working hard to boost production by promising at least 60 low-value aperture systems this year and plans to boost production capacity further to at least 80 by 2027.
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