Tom's Hardware ASML capacity
Summary
ASML, the world's leading lithography scanner manufacturer, is experiencing massive semiconductor equipment demand, with limited production capacity to meet current orders across market segments.
Review
ASML is experiencing a critical supply constraint in semiconductor lithography equipment, particularly for deep ultraviolet (DUV) and extreme ultraviolet (EUV) scanners. The company currently can only fulfill 60% of DUV machine orders, with a backlog exceeding 500 units and a product lead time of approximately two years, highlighting the intense global demand for advanced semiconductor manufacturing tools. The supply constraints are driven by unprecedented customer demand across both advanced and mature semiconductor nodes, with ASML planning to ship 55 EUV and around 240 DUV scanners in the current year. To address this challenge, ASML is strategically working to increase production capacity to 90 EUV and 600 DUV systems by 2025, demonstrating a long-term commitment to meeting the semiconductor industry's growing needs. The company's unique market position is reinforced by substantial investment from major chip manufacturers, effectively preventing meaningful competition in the ultra-advanced lithography equipment market.
Key Points
- ASML can only fulfill 60% of current deep ultraviolet scanner orders
- Semiconductor equipment demand is unprecedented across all market segments
- ASML plans to expand production capacity to 90 EUV and 600 DUV systems by 2025