Fouquet said ASML would struggle to meet demand even with planned capacity increases, reflecting customer inquiries for 2029-2030 deliveries.

Chief executive Christophe Fouquet said at the time that ASML would struggle to meet demand even with planned capacity increases.

Fouquet said customers are already interested in ordering equipment for 2029-2030 and that ASML's planned 2027-2028 capacity will fall short of demand.

CEO Christophe Fouquet said customers have expressed interest in ordering equipment for 2029 and 2030. In fact, ASML now expects its planned capacity for 2027 and 2028 to fall short of customer demand.

Original (zh)

行政總裁Christophe Fouquet表示，客戶已表達對訂購2029與2030年設備的興趣。事實上，ASML現預期其2027與2028年計劃產能將低於客戶需求。

Fouquet says customers keep raising equipment demand forecasts on AI investment outlook, with some wanting to order for 2029 and 2030.

Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments. In light of their demand visibility, some customers are expressing an interest in placing orders with us for 2029 and even 2030.

Fouquet says planned 2027 and 2028 supply will fall short of demand, so ASML is exploring capacity increases beyond the previously announced 30% for 2028.

we now expect that our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our customers. Given this, we are investigating ways to increase capacity for 2028 beyond the 30% increase we previously communicated.

Fouquet reaffirms 2030 targets of €44–60 billion revenue and 56–60% gross margin, citing EUV cost progress driving litho intensity.

We also see that the progress we continue to make on our cost of technology with EUV is driving for more lith intensity and that's again something that has been confirmed in the last few months. So if we look in uh to the long term in line to what we said in November 2024 for 2030 we expect a revenue between 44 and 60 billion euro and a gross margin between 56 and 60%.