ASML Can't Build Machines Fast Enough: The AI Chip Boom Just Hit a Supply Wall

ASML just posted a record €11.7 billion quarter, but the real headline is what it said about the future: even with 30% more capacity planned, it can't build enough chipmaking machines to meet demand in 2027 and 2028. Customers are already asking about 2030. Here's why the AI trade's bottleneck is shifting from money to machines, and what to watch as TSMC reports next.