Chip Industry Bottlenecks: Why Capacity, Not Demand, Now Drives Growth
While the semiconductor industry continues to grow amid the artificial intelligence boom, the reporting of equipment suppliers is now setting the tone for the entire chain. The world's largest manufacturer of lithographic scanners, ASML, recorded quarterly revenue of €8.8 billion (+13% YoY) and a net profit of €2.8 billion (+17%), exceeding market expectations. The company also lifted its full-year forecast to €36-40 billion, explicitly stating that
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