ASML, the company that makes the semiconductor machines that every big Western chipmaker uses to make their chips, has "raised its guidance"—i.e., increased its predictions over how well it's going to do—for the year. It says this is thanks to being able to keep up with customer demand coming from both memory and processor/accelerator chipmakers.
The CEO explains: "The dynamics are very similar in both advanced logic and DRAM, and the plans to build up capacity are equally aggressive. Our customers in both segments are entering into long-term agreements with their customer, providing them with longer term visibility and the confidence to add significant capacity to support demand."
