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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
ASML Q4 2025 Call Confirms DRAM Supply Bottleneck Across Memory Chain
ASML's Q4 2025 earnings call provides the sixth independent confirmation of structural memory supply tightening across the semiconductor equipment and memory manufacturing chain. CEO Christophe Fouquet explicitly identified DRAM as the bottleneck for AI deployment, stating that memory customers are