One post says ASML has raised guidance on AI chip demand and is already fielding orders for 2029–2030.
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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@sebs_tweetsASML just raised guidance again on AI chip demand and is already fielding orders for 2029–2030. The only company that can make the machines that make the chips is saying demand still outstrips capacity. How long does this cycle actually run?
@Joshuatrader1"📰 AI demand will outstrip supply for two more years, ASML says. The chip-equipment giant's outlook signals the AI buildout — and its supply bottlenecks — are far from over." — via @ft
@srinisankarASML just guided Q4 sales above expectations on AI demand, and says it cannot fully meet customer orders through 2028. When the company that makes the machines that make AI chips is sold out, the AI boom is not slowing. @ASMLcompany@sebs_tweetsASML just raised guidance again on AI chip demand and is already fielding orders for 2029–2030. The only company that can make the machines that make the chips is saying demand still outstrips capacity. How long does this cycle actually run?@Joshuatrader1"📰 AI demand will outstrip supply for two more years, ASML says. The chip-equipment giant's outlook signals the AI buildout — and its supply bottlenecks — are far from over." — via @ft@srinisankarASML just guided Q4 sales above expectations on AI demand, and says it cannot fully meet customer orders through 2028. When the company that makes the machines that make AI chips is sold out, the AI boom is not slowing. @ASMLcompany@sebs_tweetsASML just raised guidance again on AI chip demand and is already fielding orders for 2029–2030. The only company that can make the machines that make the chips is saying demand still outstrips capacity. How long does this cycle actually run?@Joshuatrader1"📰 AI demand will outstrip supply for two more years, ASML says. The chip-equipment giant's outlook signals the AI buildout — and its supply bottlenecks — are far from over." — via @ft@srinisankarASML just guided Q4 sales above expectations on AI demand, and says it cannot fully meet customer orders through 2028. When the company that makes the machines that make AI chips is sold out, the AI boom is not slowing. @ASMLcompany@sebs_tweetsASML just raised guidance again on AI chip demand and is already fielding orders for 2029–2030. The only company that can make the machines that make the chips is saying demand still outstrips capacity. How long does this cycle actually run?@Joshuatrader1"📰 AI demand will outstrip supply for two more years, ASML says. The chip-equipment giant's outlook signals the AI buildout — and its supply bottlenecks — are far from over." — via @ft@srinisankarASML just guided Q4 sales above expectations on AI demand, and says it cannot fully meet customer orders through 2028. When the company that makes the machines that make AI chips is sold out, the AI boom is not slowing. @ASMLcompany—
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