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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We currently see strong developments in AI driving most of the industry recovery and growth ahead of other end market segments.
- Christophe Fouquet
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Quotes from asml Executives About Artificial Intelligence and Generative AI
First, the secular growth driver in semiconductor end markets which we have previously discussed, such as energy transition, electrification and AI are still very much intact.
- Christophe Fouquet
...a good backlog for High NA, which means that the customer I was referring to, all our EUV customers have ordered those systems. I think you see that we start to deliver those tools. And of course this is timely aligned with some of the opportunity to insert...
- Christophe Fouquet
...AI is driving, I would say, right now, the biggest part of the recovery. This is true for Logic. This is true for Memory.
- Christophe Fouquet