ASML Can't Keep Up With 2027 or 2028 Demand. Is It the Best AI Stock to Buy Now?

ASML reported record Q3 2026 results with 11.7 billion euros in revenue and 57.5% gross margins, beating guidance. The semiconductor equipment maker faces supply constraints as demand for AI chip manufacturing equipment outpaces production capacity. Management indicated that even planned 30% production increases for 2027-2028 may be insufficient to meet customer demand, signaling strong pricing power and long-term growth potential in EUV lithography systems.