ASML Sees Memory Chip Orders Explode Past Logic for the First Time as DRAM Makers Scramble for EUV Slots
ASML continues to solidify its investments in AI-driven infrastructure, as demand for logic and memory chips continues to grip the industry. ASML Says Advanced Logic & Memory Chips Will Continue To Be Constrained For The Foreseeable Future During its Q1 2026 earnings call, ASML President & CEO Christophe Fouqet highlighted the company's increased investment in the necessary tools to speed up advanced logic and memory chip production in the AI ecosystem as demand rises to an exponential scale as AI factories scale up to the next level. Customers are adding capacity aggressively, and the reason behind it is to address [β¦]
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