Intesa Sanpaolo

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1. 3d
   ASML races to add capacity as AI chip equipment demand stretches years out

   On Bloomberg Tech, Intesa Sanpaolo analyst Antonella Frongillo said ASML is rushing to expand capacity as demand for the advanced chipmaking equipment behind the AI boom extends years into the future. She said semiconductor equipment makers are already discussing customer demand for 2029 and 2030, and that she still sees further upside for ASML. She also pointed to uncertainty around ASML's China business and new regulatory restrictions.

   Bloomberg Technology · 🔥 0

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