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  • 2 days ago
ASML CEO Christophe Fouquet says the global semiconductor industry is being stretched by surging AI demand. He warns that chipmaking capacity is struggling to keep pace with investment in AI data centers worldwide.
Transcript
00:00The head of Europe's biggest tech company, ASML, says the global AI boom is pushing the chip industry to its
00:06limits.
00:07ASML CEO Christophe Fouquet told Reuters that demand from AI, satellites and robotics is outpacing chip-making capacity.
00:17ASML makes the world's most advanced chip-making tools used by firms such as TSMC and Samsung.
00:24Fouquet says the market will remain supply-constrained for a while as tech companies spend more on AI data centers.
00:33He said projects linked to Elon Musk, such as Starlink and a proposed TerraFab chip facility, are possible drivers of
00:41future demand.
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