AI-driven semiconductor expansion continues despite market doubts
Semiconductor suppliers are reporting record orders as AI-driven data centre expansion continues across global chip manufacturing supply chains.
The pace of the AI infrastructure boom continues to accelerate, with semiconductor supply chains signalling sustained long-term demand.
NVIDIA remains the most visible beneficiary as data centre investment drives record GPU purchases, yet supplier activity further upstream suggests confidence extends well beyond a single company.
ASML, the Dutch firm that exclusively supplies extreme ultraviolet lithography equipment, has emerged as a critical indicator of future chip production.
Its machines are essential for advanced semiconductor manufacturing, meaning strong performance reflects expectations of high chip volumes across the industry rather than short-term speculation. Quarterly earnings underline that momentum.
ASML reported €32.7 billion in net sales, while new bookings reached a record €13 billion, more than double the previous quarter.
New orders reflect how much capacity manufacturers expect to need, pointing to sustained expansion driven by anticipated AI workloads.
Company leadership attributed the surge directly to AI-related demand, with customers expressing growing confidence in the durability of data centre investment.
While order fulfilment will take years and some plans may change, industry signals suggest a slowdown in AI infrastructure spending is not imminent.
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