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ASML says AI chipmaking bottlenecks are beginning to ease as it expands capacity


ASML says AI chipmaking bottlenecks are beginning to ease as it expands capacity

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On July 15 ASML told investors it will boost production capacity by 30% in each of the next two years and raised its 2026 revenue forecast for the second time this year, reflecting surging demand for advanced AI chip equipment. This could ease semiconductor supply constraints that affect crypto-related hardware and AI accelerators, reducing a bottleneck for mining, validator infrastructure and broader crypto adoption and market growth.

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On Wednesday (July 15), ASML announced to investors its intention to boost production capacity by 30% in each of the coming two years, and to increase its forecast revenues for 2026 for the second time already this year. This suggests that the machinery for making advanced AI chips may no longer serve as the tightest...
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