ASML CEO Fouquet says chip shortage will last years
asml ceo christophe fouquet stated the ai boom will keep the chip market supply-limited for the next two to five years. despite tslc complaints, fouquet defended the $350m+ high-na euv machines, claiming they reduce wafer costs by 20-30%. fouquet dismissed competition from startups like substrate and chinese reverse-engineering efforts.
ASML CEO Christophe Fouquet addressed the semiconductor supply chain, stating that demand from hyperscalers ensures the market will remain supply-limited for at least two to five years. He noted that customers will not get enough chips in the near term despite increased capacity. Regarding pricing, Fouquet countered TSMC's concerns about the cost of new High-NA EUV machines, arguing the $350 million+ systems lower advanced wafer production costs by 20-30% compared to previous generations.