ASML CEO Christophe Fouquet predicts a tense global semiconductor market with tight supply for the foreseeable future. Fouquet shared this outlook during a May 20, 2026, interview with Reuters.
Rapid expansion of artificial intelligence infrastructure drives the prolonged market tightness. Large-scale AI projects threaten to stretch equipment manufacturer capacity and create supply chain bottlenecks.
ASML supplies essential lithography systems to global chipmakers racing to meet AI-driven demand.