Recently, ASML, a leading company in the lithography machine industry, has speculated on the current chip production capacity and said that there is currently no sign of a slowdown in related demand. According to ASML CEO Peter Wennink at the earnings conference, the demand for advanced and mature chip manufacturing technology from customers in major market segments has reached an “unprecedented” level, and there are no signs of abating. The strong demand from users has led Wennink to admit that due to capacity constraints, ASML’s current long-term sales can only meet about 60% of its deep ultraviolet lithography machine needs. That means there will be a severe shortage of chip capacity until 2023, and no signs of slowing demand have been seen, Wennink said. It is worth mentioning that in this conference call, Peter Wennink used a rather vivid example to show the severe situation currently facing the chip supply market. According to Wennink, a large industrial group is currently buying washing machines on a large scale just to use the semiconductor components inside for the production of its own chip modules. This example .
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