AI Index / ASML Holding N.V.
ASML Holding N.V. (ASML)
ASML, a supplier of photolithography equipment for semiconductor manufacturing, utilizes AI to meet the increasing demand for advanced logic nodes and high-bandwidth memory driven by AI applications. The company focuses on developing Extreme Ultraviolet (EUV) and High Numerical Aperture (High NA) systems that support higher transistor densities required for AI workloads.
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This is still very much driven by investment in AI infrastructure. So this translates into a lot of demand for advanced memory, for advanced logic.
- Christophe Fouquet
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Quotes from asml Executives About Artificial Intelligence and Generative AI
For advanced logic, we see our customer building capacity for several nodes, while they also continue to ramp 2-nanometer in order to address the AI products.
- Christophe Fouquet
This is creating a strong constraint in the end market from AI to mobile and PC.
- Christophe Fouquet