ManufacturingOpinionChipmakers Turn to Upgrades as AI Demand Outpaces Expansion
Upgrading existing machines delivers “an immediate increase in output capability,” says ASML CFO Roger Dassen, as equipment demand outpaces supply.
Manufacturing · Company
ASML
Covered since Most recent
ASML's CFO Roger Dassen highlighted that chipmakers are focusing on upgrading existing machines to meet the rising demand for AI, which is currently outpacing expansion capabilities. This strategy is expected to provide an immediate increase in output capability.
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