We talked about that chip gross sales this yr might attain as much as 430 billion models in complete. Semiconductor producers, alternatively, are aggressively increasing their capacities and always buying new tools.

The demand for lithography instruments is stronger than ever. ASML, the world’s largest producer, warned that solely 60% of orders for deep ultraviolet (DUV) lithography machines will be fulfilled. ASML CEO Peter Wennink mentioned on the corporate’s quarterly convention name with analysts and buyers:

Though the present macroeconomic surroundings creates uncertainty, we consider that key progress elements stay intact. We proceed to see unprecedented buyer demand throughout all market segments, from each superior and mature transactions. We’re working at most capability and count on demand to exceed provide subsequent yr. We will solely ship 60% of DUV demand this yr.

ASML plans to ship 55 excessive ultraviolet (EUV) scanners and roughly 240 DUV scanners this yr (about 14 EUV and 60 DUV machines per quarter). The backlog for DUV scanners, alternatively, is at the moment over 500 models. By the best way, the product lead time for a brand new DUV machine is about two years.

The Dutch firm is working to extend its manufacturing capability to 90 EUV 0.33 NA methods and 600 DUV methods by 2025. It additionally plans to supply about 20 EUV Excessive-NA (0.55 NA) system capability within the medium time period.

With out sufficient lithography scanners (and thus manufacturing capability), chipmakers will proceed to under-supply within the coming quarters. ASML additionally reported internet gross sales of €3.5 billion and internet revenue of €695 million for the primary quarter of 2022.