Germany's Carl Zeiss, the optical manufacturer for ASML Holding N.V. (ASML), stated this week that it is capable of handling the surge in AI-driven demand, alleviating investor concerns about AI supply chain bottlenecks. Zeiss's lenses are crucial for ASML's most advanced chip-making machines, and its components are already used in approximately 80% of global chip production. This news comes as ASML raised its 2026 sales forecast to between $49.3 billion and $51.6 billion, and its largest customer, TSMC, also reported record profits driven by AI demand. Frank Rohmund, head of Zeiss's semiconductor division, said the company is expanding its headquarters and new factories to maintain capacity and has a roadmap with ASML extending to 2040.