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ASML Raises Its 2026 Outlook: AI’s Next Bottleneck Is No Longer GPUs—It Is EUV Capacity - semivision

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tspasemiconductor.substack.com 2026-07-16 semivision

Commentary: Chip lead times extend as cloud AI squeezes capacity

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digitimes.com 2026-07-16

Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched to six months, and it has urged customers to place orders early to avoid delivery delays. Meanwhile, a channel player said STMicroelectronics (ST) MCU lead times have extended to 52 weeks, prompting distributors to begi

Samsung may scale back foldable storage upgrades as memory costs rise

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digitimes.com 2026-07-16

Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South Korean company will likely cut its "free storage upgrade" offer from a full double-capacity boost to a subsidy covering only half the price gap between the 256GB and 512GB versions.

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

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digitimes.com 2026-07-16

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed

AI demand-driven memory crunch leaves smart cars exposed

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digitimes.com 2026-07-16

AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity is diverted toward data centers. Smart cars are among the hardest hit, and in China, where smart car adoption is rising quickly, automakers face sharper shortages, pricier components, and margin pressure.

ASML Lifts 2026 Sales Outlook to 45 Billion, Expands EUV Capacity Plans - TradingView

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www.tradingview.com 2026-07-16 TradingView

ASML raises outlook, eyes capacity lift - Taipei Times

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www.taipeitimes.com 2026-07-16 Taipei Times

Musk's Texas Terafab Emerges as Potential ASML Customer; 2027 EUV Capacity Nearly Sold Out - finance.biggo.com

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finance.biggo.com 2026-07-15 finance.biggo.com

ASML CEO confirms capacity to ship 65 Low-NA EUV machines this year, signaling AI chip supply boost - Crypto Briefing

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cryptobriefing.com 2026-07-15 Crypto Briefing