✉news BusinessMarkets first seen 14 h ago, last 14 h ago, peak #31
ASML says it cannot meet demand until 2028
Original: ASML (ASML) Says It Cannot Meet Demand Until 2028. Is the Stock Priced for That?
Dutch chip-equipment maker ASML says it cannot satisfy demand until 2028, citing capacity limits even as customers rush to secure lithography tools for AI-driven semiconductor production. Investors are now debating whether the stock already reflects a multi-year supply shortage, with bulls pointing to pricing power and others questioning growth assumptions if capacity eventually catches up.
Why now: Investors are weighing whether the shares fairly value a prolonged supply-constrained growth period.
Evidence
API: https://socialmediatrends-api.osmike.com/v1/trends/2756379