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
Intel
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Intel is among chipmakers upgrading existing machines to enhance output capability in response to surging AI demand, as noted by ASML's CFO. This strategy aims to address the imbalance between equipment demand and supply.
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