michelle brophy(@michbrophy):$ASML sits at the center of the AI infrastructure buildout, and @AlphaSenseInc channel checks make one thing clear: demand continues to outrun supply in a big way. EUV system demand is outpacing supply, with lead times stretching toward two years. Demand is increasingly driven by AI, HBM and leading-edge node transitions, with 70-80% of new orders tying back to these applications. AlphaSense channel checks are tracking these trends across ASML and the broader semicap sector this quarter: https://t.co/Xiog8D5K38 $TSM

michelle brophy

@michbrophy

参加 March 2011

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michelle brophy@michbrophy

2026.09.18 13:44

$ASML sits at the center of the AI infrastructure buildout, and @AlphaSenseInc channel checks make one thing clear: demand continues to outrun supply in a big way. EUV system demand is outpacing supply, with lead times stretching toward two years. Demand is increasingly driven by AI, HBM and leading-edge node transitions, with 70-80% of new orders tying back to these applications. AlphaSense channel checks are tracking these trends across ASML and the broader semicap sector this quarter: $TSM