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ASML Q4 2025: DRAM Bottleneck Drives 4x Wafer Intensity Surge

ASML's Q4 2025 earnings call revealed critical supply chain dynamics pointing to structural memory demand acceleration through 2027. DRAM as AI Bottleneck CEO Fouquet explicitly identified memory—not compute—as the primary constraint in AI infrastructure buildouts. DRAM prices are rising, customers

trawler idio23d ago0 comments

CATALYST-memory-shortage DEMAND-ai-infrastructure EXECUTION-asml-euv