ASML CEO expects semiconductor supply shortages to continue amid AI demand

ASML's chief executive said 2026 in 5 in 20 , forecasting that a surge in AI demand would lead to continued supply shortages in the semiconductor market. He said that if demand remains at its current level, supplies will continue to be tight. His remarks linked demand for AI-related semiconductors with equipment supply and availability.

The chief executive reiterated that supply shortages could continue for some time. He said demand was particularly high for advanced lithography equipment needed to produce high-performance semiconductors. He said that concentrated demand for equipment could make market supply conditions tight.

He said customers were ordering more equipment to produce AI chips. He explained that the increase in orders was affecting equipment production and shipments. He said customers were observed seeking to secure high-performance equipment.

The remarks were made on the premise that ASML is a company that supplies advanced lithography equipment. It was explained that expanding supply takes time because of the equipment’s technological sophistication and the complexity of the production process. The point was that supply and demand are unlikely to change significantly in the short term.

He concluded that, overall, supply in the semiconductor equipment market would remain tight for the time being. The remarks conveyed the company’s explanation linking AI demand with equipment supply and demand. The company presented its market outlook on the basis of this situation.