Está ASML a punto de quedarse sin máquinas para la IA? $ASML tras facturar 11.700 millones
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Bernardo de Garcia - Análisis de Mercados GlobalesIndependent analyst profile- Source published
- 14 Oct 2026, 15:30 UTC
- Recorded by Tahlil Plus
- 14 Oct 2026, 20:22 UTC
AI-generated source summary
ASML's Q3 2026 sales were 11.7 billion euros, meeting market expectations. Gross margin was slightly better than anticipated. However, the company's production capacity forecast for 2026 is insufficient to meet the projected demand for AI chips in 2027 and 2028. This suggests a potential supply-demand imbalance. While the sales and margin figures were positive, the core issue lies in the future production capacity not keeping pace with demand, which could lead to supply constraints for AI chip manufacturing.
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Bernardo de Garcia - Análisis de Mercados Globales
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