On May 20, the CEO of ASML, a giant in chip manufacturing equipment, pointed out that driven by surging demand in artificial intelligence, satellite, and robotics sectors, the global semiconductor market will face supply constraints in the foreseeable future, with demand already exceeding industry capacity. He anticipates intermittent bottlenecks in the chip market supply chain, projecting the market size to reach $1.5 trillion by 2030. The ASML CEO emphasized that robust AI demand will sustain supply shortages for an extended period. He specifically highlighted projects like Elon Musk's 'TeraFab' AI initiative and Starlink satellites as further drivers of demand growth. ASML is striving to boost production and equipment efficiency to meet challenges, amidst the continuous emergence of new technologies. However, he cautioned that the scale of this growth is unpredictable and may surpass industry planning scopes.