The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So MuchASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months to build, are one of the most delicate links in that chain. ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says It Can Keep Up With the AI BoomASML's Bull and Bear CaseASML Holding N.V. (NASDAQ:ASML) raised its 2026 annual sales outlook to between $49.3 billion and $51.6 billion, citing "extremely strong" AI-driven tool orders. Rohmund even said ASML and Zeiss have a roadmap that extends to "2040 or so."