As demand for logic chips and memory chips remains strong across the industry, ASML continues to increase its investment in AI-driven infrastructure.
ASML stated that the supply of advanced logic and memory chips will remain constrained in the foreseeable future.
During the Q1 2026 earnings conference call, ASML President and CEO Christophe Fouqet emphasized that as AI factories scale up to the next phase, demand for advanced logic and memory chips is growing exponentially. The company is ramping up investment in the necessary tools to accelerate the production of advanced logic and memory chips within the AI ecosystem.
Customers are actively expanding capacity, primarily to address production constraints in end markets including artificial intelligence, mobile devices, and personal computers.