ASMC CEO Fu Keli: Customers of storage and logic chips are continuously increasing capital investment.

ASML CEO Fu Kelai said in a financial report video interview that investment in artificial intelligence infrastructure is driving strong demand for advanced storage and advanced logic chips. In the foreseeable future, the market supply will still not be able to meet demand, with supply shortages facing terminal markets including AI, mobile phones, and PCs. In terms of storage chips, demand has already exceeded supply by 2026 and will continue to do so after 2026. In the field of advanced logic chips, customers are expanding production capacity for different process nodes. Customers of storage and logic chips are continuing to increase capital investment to accelerate the ramp-up of production capacity in 2026 and beyond. Customers of storage, DRAM, and advanced logic chips are all increasing their use of EUV and immersion DUV lithography machines. ASML has raised its full-year net sales forecast for 2026 to 36 to 40 billion.