On May 20, ASML CEO Christophe Fouquet warned in an exclusive interview that the global semiconductor market will face long-term supply constraints, as the AI-driven demand surge has outpaced the industry's capacity expansion. He noted that strong AI demand will keep the market supply-constrained for a considerable period. Fouquet predicted that by 2030, the global chip market could reach $1.5 trillion, with supply chains facing sporadic bottlenecks.
