ASML CEO Christophe Fouquet said strong AI demand means semiconductors will
remain a “supply-limited market” for an extended period, while sporadic
chip-supply bottlenecks are still likely as the company ramps up capacity.
Fouquet said ASML is developing a new packaging tool to expand future
capabilities in that segment and expects first product data for next-generation
High-NA technology on both logic and DRAM products later this year. He also said
he discussed Elon Musk’s planned Terafab project and described Musk as “very
serious.” Fouquet added that Europe’s AI Act should be reformed or removed to
avoid “simplistic” rules constraining the technology supply chain, and said
restrictions on selling chip-making tools to China should remain a “political
decision” applied consistently.
