'ASML CEO Says Next Gen 'High Na' Tech Likely To See First Product Data On Both Logic, Dram Products Later This Year; ASML Is Developing New Packaging Tool To Boost Future Capabilities In That Part Of The Process' - Reuters Exclusive
ASML Holding NV ADR ASML | 0.00 |
- ASML CEO: Chip market to remain supply-limited for a while
- EU should ease AI regulation to keep pace with US, Asia
- Calls for clear export control rules to China
- Fouquet had contact with Musk about TeraFab project
- ASML developing second advanced-packaging tool
- Expects first High NA EUV-made product within months
ANTWERP, Belgium, May 20 (Reuters) - The booming global semiconductor market will be "tense" with tight supply for the foreseeable future, the head of chip-making machine giant ASML ASML.AS told Reuters, with demand from AI, satellites and robots outpacing what the industry can produce.
In a rare interview on the sidelines of a tech event in Antwerp, ASML Chief Executive Christophe Fouquet said that there would likely be sporadic bottlenecks throughout the supply chain of the chip market which could hit $1.5 trillion by 2030.
"Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," Fouquet said, citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand.
ASML, Europe's most valuable firm, dominates the market for systems used to print the tiny circuitry on high-tech chips. Its most advanced tools are essential for producing logic chips used in AI, as well as the memory chips needed alongside them.