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@cybssky · 2026-10-16 21:55

ASML's Q3 net profit more than doubled to €4.96 billion, beating consensus. The chip-tool giant raised its full-year sales outlook for the third time this year, to €44-45 billion. CEO Christophe Fouquet turned the earnings call into a shortage briefing: the planned 30% capacity expansions for 2027 and 2028 won't be enough. Customers are already asking about machines for 2029 and 2030. The "is AI a bubble" debate just got an answer in capacity numbers. Orders stretching to 2030 — the bubble talk can take a break. The machines are what's actually scarce.

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