ASML forecasts a two-year shortage of chip manufacturing machines. CEO Peter Wennink shared the expectation in a recent interview with the Financial Times.
According to ASML CEO Peter Wennink, chip manufacturers will face machine shortages over the next two years. Supply chain problems originating from the pandemic are expected to remain. Machine manufacturers still face difficulties increasing their production.
Carl Zeiss
To exemplify, Wennink mentions that ASML is troubled by the supply of one of the most important machine components: lenses. German specialist Carl Zeiss supplies ASML’s lenses. Carl Zeiss cannot meet demand at this time. New production facilities should solve the problem, but construction takes time.
Under pressure
Wennink tells the Financial Times that his company will deliver more machines this year and next. However, the expected growth is insufficient to meet rising demand.
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