ASML CEO Christophe Fouquet said global semiconductor market will face tight supply as AI and robotics demand surges, potentially reaching $1.5 trillion by 2030.
He cited Elon Musk’s “TeraFab” AI chip plant and Starlink satellites as drivers that will keep the market supply‑limited for a while.
ASML shares rose in Amsterdam ahead of Nvidia’s earnings, while the company plans to boost tool output, productivity and develop newer technologies.
Fouquet urged to overhaul the 2023 AI Act and harmonize chip export rules to China, warning restrictions could spur Chinese rival tools.