ASML CEO confirms capacity to ship 65 Low-NA EUV machines this year, signaling AI chip supply boost

The Dutch semiconductor equipment monopoly is ramping production by nearly 50% year-over-year as AI demand reshapes the chip supply chain. ASML, the only company on Earth capable of making the machines needed for advanced chip production, confirmed capacity to ship 65 Low-NA EUV machines this year, signaling potential relief in global AI and semiconductor supply constraints.