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AI chip demand expected to outstrip supply for two more years
One post says ASML has raised guidance on AI chip demand and is already fielding orders for 2029–2030.
TLDR
A post citing the Financial Times says ASML expects AI demand to outstrip supply for two more years. Another post says the chip-equipment maker has raised guidance on AI chip demand and is already fielding orders for 2029–2030.
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