Toby Sterling
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Articles by Toby Sterling
ASML's strong orders ease fears AI spending boom is running out of steam
By Nathan Vifflin and Toby Sterling Oct 14 (Reuters) - ASML said on Wednesday customers were already looking to place orders for its advanced chipmaking tools for 2029 and 2030, easing concerns that the artificial intelligence investment boom was losing momentum.
ASML's 'sold out' outlook forces investors to look beyond demand Original
ASML now expects chip-tool shortages through 2028 Customers discuss orders stretching into 2029 and 2030 Debate shifts to capacity, pricing and AI demand staying power AMSTERDAM, Oct 15 (Reuters) - In April, computer chip equipment maker ASML's CEO Christophe Fouquet told shareholders that Europe's most valuable company would avoid becoming the chip industry's bottleneck "by all possible means".
ASML's 'sold out' outlook forces investors to look beyond demand
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Analysis-ASML's 'sold out' outlook forces investors to look beyond demand
AMSTERDAM, Oct 15 (Reuters) - In April, computer chip equipment maker ASML's CEO Christophe Fouquet told shareholders that Europe's most valuable company would avoid becoming the chip industry's bottleneck "by all possible means". Six months later, Fouquet acknowledged ASML's supply of chip-printing tools used to make the advanced logic and memory chips powering the AI boom will fall short of demand in both 2027 and 2028.
Analysis-ASML's 'sold out' outlook forces investors to look beyond demand
By Toby Sterling and Nathan Vifflin AMSTERDAM, Oct 15 (Reuters) - In April, computer chip equipment maker ASML's CEO Christophe Fouquet told shareholders that Europe's most valuable company would avoid becoming the chip industry's bottleneck "by all possible means". Six months later, Fouquet acknowledged ASML's supply of chip-printing tools used to make the advanced logic and memory chips powering the AI boom will fall short of demand in both 2027 and 2028.
Analysis-ASML's 'sold out' outlook forces investors to look beyond demand
AMSTERDAM, Oct 15 (Reuters) - In April, computer chip equipment maker ASML's CEO Christophe Fouquet told shareholders that Europe's most valuable company would avoid becoming the chip industry's bottleneck "by all possible means". Six months later, Fouquet acknowledged ASML's supply of chip-printing tools used to make the advanced logic and memory chips powering the AI boom will fall short of demand in both 2027 and 2028.
ASML says AI demand will exceed chip-tool capacity through 2028
Nathan Vifflin and Toby Sterling By Nathan Vifflin and Toby Sterling Oct 14 (Reuters) - ASML said booming AI demand was driving orders for its chipmaking tools into 2030, with customers seeking more capacity than it can supply next year and through 2028, adding to concerns over supply shortages. Customers are already discussing orders beyond 2027, with some expressing interest in booking capacity for 2029 and 2030, the Dutch company said on Wednesday.
ASML says AI demand will exceed chip-tool capacity through 2028
By Nathan Vifflin and Toby Sterling Oct 14 (Reuters) - ASML said booming AI demand was driving orders for its chipmaking tools into 2030, with customers seeking more capacity than it can supply next year and through 2028, adding to concerns over supply shortages. Customers are already discussing orders beyond 2027, with some expressing interest in booking capacity for 2029 and 2030, the Dutch company said on Wednesday.
ASML CFO says US Match Act limiting DUV sales to China would be counterproductive
ASML CFO says US Match Act limiting DUV sales to China would be counterproductive By Toby Sterling AMSTERDAM, Oct 14 (Reuters) – The chief financial officer of top computer chip equipment manufacturer ASML said on Wednesday the company opposes a proposal by US Congress to limit the company’s sales of DUV lithography equipment to China as a bad idea.
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