There is interest in ASML's EUV machine bookings, commentary on the recent DeepSeek developments and export controls. Get Pro-Level Earnings Insights Before the Market Moves ASML Holding N.V ...
ASML invented the technology required to make the world’s most advanced artificial intelligence chips and is the only manufacturer of the complex machines that use its EUV lithography technology.
specifically EUV 0.33 NA and EUV 0.55 NA systems, for both advanced Logic and DRAM manufacturing. Overall ASML ranks 21st on our list of Goldman Sachs’ AI superstars. While we acknowledge the ...
In this article, we are going to take a look at where ASML Holding N.V. (NASDAQ:ASML) stands against the other AI stocks. In September 2024, Peter Oppenheimer, the chief of global equity strategy ...
ASML’s EUV lithography technology is indispensable to the production of cutting-edge microchips, making it a linchpin of the global semiconductor industry and sustaining Moore’s Law. With plans to ...
This reflects great financial performance, with strong revenue growth, high profitability, and solid demand for advanced technology products like EUV systems. ASML Holding’s (NASDAQ:ASML ...
As highlighted in my previous articles, advanced GPU chips require more HBMs to support storage and computing, which is more likely to generate more demands for ASML’s high-end EUV products.
ASML's strong monopoly in EUV lithography and essential role in semiconductor and AI industries make it a compelling investment despite cyclicality and customer concentration risks. The company's ...
As such, demand for ASML's extreme ultraviolet (EUV) lithography machines is a leading indicator of demand for AI chips. ASML delivered both strong backward-looking and forward-looking results.