In April, computer chip equipment maker ASML's CEO Christophe Fouquet told shareholders that Europe's most valuable company would avoid becoming the chip industry's bottleneck "by all possible means". Six months later, Fouquet acknowledged ASML's supply of chip-printing tools used to make the advanced logic and memory chips powering the AI boom will fall short of demand in both 2027 and 2028. For customers, investors and ASML, whose shares have risen nearly 70% this year, the focus is shifting to whether the company can increase capacity fast enough to profit from the huge demand. At the same time, market jitters are increasing over the durability of the AI boom and forecasts that stretch years into the future. "ASML itself is now the bottleneck," said Han Dieperink, chief investment officer at wealth management firm Aureus, which holds ASML shares, adding that management was openly acknowledging that planned 30% capacity additions in 2027 and in 2028 will not be enough. Dieperink...
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