"We are analyzing ways to increase capacity for 2028 by more than 30%, the percentage we communicated earlier," said Christophe Fouquet, the CEO of ASML, in a statement. #ASML #vânzărirecord #inteligențaartificială (translated)
Christophe Fouquet
The company's CEO, Christophe Fouquet, stated according to Reuters that it will not be enough. #ASML #čipy #technologie (translated)
"With the current demand and the growth of the order book, we expect that our planned production for 2027 and 2028 will not be able to fully meet customer demand." According to CEO Christophe Fouquet, customers are not only placing orders for the coming years, but they are also tentatively signing up for deliveries for 2029 and 2030. #ASML #Chiptechnologie #Recordwinst (translated)
"Some customers express interest in placing orders for 2029 and even 2030." Due to anticipated investments in artificial intelligence (AI), customers from the chip industry indicated that they needed even more machines, reported CEO Christophe Fouquet during the presentation of the new quarterly financial report. #ASML #Chiphersteller #KünstlicheIntelligenz (translated)
Many of our conversations with our clients are now changing, in fact, beyond 2027,” explained the company’s CEO, Christophe Fouquet. #ASML #InteligenciaArtificial #Chips (translated)
With the current demand and the growth of the order book, we expect that our planned production for 2027 and 2028 will not be able to fully meet customer demand. According to CEO Christophe Fouquet, customers are not only placing orders for the coming years but are also tentatively signing up for deliveries for 2029 and 2030. #ASML #Chipmachines #Winstmarge (translated)
We are investigating how we can increase capacity for 2028, on top of the previously announced increase of 30 percent, writes Fouquet. #ASML #Chipmachines #AIwedloop (translated)
"Many conversations with customers are now about the period after 2027," says CEO Christophe Fouquet at the presentation of the quarterly figures. "For us, that means more demand in the short term." ASML customers expect that they will not be able to meet the demand for chips themselves until at least 2028, says Fouquet. "But to be honest, it is becoming increasingly clear that 30 percent in 2027 and 30 percent in 2028 will not ensure that we can meet the demand from our customers," Fouquet now says. "All in all, I would say it was a very, very strong quarter," said Fouquet. #ASML #chipindustrie #kunstmatigeintelligentie (translated)
Our clients continue to raise their forecasts for equipment demand in the short and medium term with us, mainly due to their expectations regarding the scale and duration of AI-related investments," said Christophe Fouquet, the company's CEO, in a statement. Given this visibility on demand, some clients are expressing their interest in placing orders with us for 2029, even 2030, will not be enough to fully satisfy our clients' demand. Mr. Fouquet also indicated that with the current supply "will not be enough to fully satisfy our clients' demand," the equipment supplier is exploring ways to increase its production capacity for 2028 beyond the 30% previously announced. (translated)
"Kui peaksin selle (edu) kokku võtma, siis on see suuresti tähendanud äärmiselt tihedat koostööd kogu ökosüsteemiga, kuhu kuuluvad nii meie kliendid kui ka tarneahel,""Kui peaksin selle (edu) kokku võtma, siis on see suuresti tähendanud äärmiselt tihedat koostööd kogu ökosüsteemiga, kuhu kuuluvad nii meie kliendid kui ka tarneahel," ütles Fouquet. #tehisintellekt #ASML #tehnoloogia