{"rewrite":{"id":"r_4802311ac369ccc4d9dd2cdb","clusterId":"c_06a68cd9dff8fd5222361f98","slug":"asml-s-lithography-slots-are-sold-out-through-2028","model":"deepseek-v4-1-flash","headline":"ASML's Lithography Slots Are Sold Out Through 2028","summary":"ASML CEO Christophe Fouquet said the company is struggling to meet demand for 2027 and 2028, with some customers weighing orders for 2029 and 2030. The Dutch maker holds about 90% of the lithography equipment market and can build roughly 50 EUV units a year. Third-quarter 2026 net sales were 11.66 billion euros and net income 4.96 billion euros, both record figures, with fourth-quarter sales projected at 15.2 billion euros.","whyItMatters":"ASML's capacity ceiling is now the binding constraint on the AI buildout, and the order book is stretching three to four years past the shortage the company already can't clear.","webCardHtml":"\u003cp\u003eASML builds the machines that print circuit patterns onto silicon wafers, and about 90% of that market is its. EUV units are the hard part: capacity runs to roughly 50 a year, and the CEO says output can rise by up to 30% over the next two years without closing the gap.\u003c/p\u003e\u003cp\u003eFouquet did not name the buyers considering 2029 and 2030 slots or say how large those orders would be. The numbers behind the shortage come from the same quarter: record net sales of 11.66 billion euros and record net income of 4.96 billion euros, with fourth-quarter sales projected at 15.2 billion euros.\u003c/p\u003e","blueskyPost":"ASML sold out through 2028 while posting record Q3 net sales of 11.66 billion euros. The constraint is fab capacity, not orders, so customers eyeing 2030 slots are buying years ahead of need.","twitterPost":"ASML's 2028 backlog is a production ceiling, not demand: about 50 EUV units a year against customers already weighing 2030 orders.","threadsPost":"ASML's sold-out 2028 order book looks like demand, but it is a supply ceiling. Christophe Fouquet's company builds roughly 50 EUV units a year, holds about 90% of the lithography market, and is now fielding orders for 2029 and 2030. Record Q3 net sales of 11.66 billion euros came despite that cap.","newsletterBlurb":"ASML's CEO says the company cannot meet demand for 2027 and 2028, and some customers are already looking at orders for 2029 and 2030. Capacity can rise by up to 30% over the next two years, still short of what the AI buildout needs. The same quarter brought record net sales of 11.66 billion euros and record net income of 4.96 billion euros.","attributionJson":"[{\"source\":\"GIGAZINE\",\"url\":\"https://gigazine.net/news/20261015-asml-supply-shortages-through-2028/\",\"title\":\"ASML's Semiconductor Lithography Machines Effectively Sold Out Through 2028, Some Customers Considering Orders for 2030\"}]","lintFlagsJson":null,"lintHits":0,"costUsd":0,"inputTokens":4704,"outputTokens":642,"status":"published","repairAttempts":0,"nextRepairAt":null,"factsAttemptedAt":1792051720,"createdAt":"2026-10-15T08:03:06.000Z","publishedAt":"2026-10-15T08:06:09.000Z","updatedAt":"2026-10-15T08:06:09.000Z"},"cluster":{"id":"c_06a68cd9dff8fd5222361f98","canonicalTitle":"ASMLの半導体露光装置はすでに2028年分までほぼ売り切れ状態で一部顧客は2030年分の発注を検討","representativeArticleId":"a_97a3dd23ce2881765e08e468","sourceCount":1,"writtenSourceCount":1,"writeAttempts":0,"isSolo":true,"entitiesJson":"{\"anime_titles\":[],\"manga_titles\":[],\"work_titles\":[],\"studios\":[],\"people\":[\"Christophe Fouquet\"],\"type\":\"business\",\"domain\":\"industry\",\"is_roundup\":false}","contentType":"news","status":"published","firstSeenAt":"2026-10-15T06:45:00.000Z","lastSeenAt":"2026-10-15T06:45:00.000Z","updatedAt":"2026-10-15T08:06:07.000Z"},"attribution":[{"source":"GIGAZINE","url":"https://gigazine.net/news/20261015-asml-supply-shortages-through-2028/","title":"ASMLの半導体露光装置はすでに2028年分までほぼ売り切れ状態で一部顧客は2030年分の発注を検討"}],"entities":{"anime_titles":[],"manga_titles":[],"work_titles":[],"studios":[],"people":["Christophe Fouquet"],"type":"business","domain":"industry","is_roundup":false},"keyFacts":null}