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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Location: NL
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Market Cap: $288.0B
link
https://www.asml.com
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Consistent with our view from last quarter, artificial intelligence has become the key driver for growth in our industry at this moment.
- Christophe Fouquet
Quotes from asml Executives About Artificial Intelligence and Generative AI
If AI demand continues to be strong and customers are successful in bringing on additional capacity online to support that demand, there is potential opportunity towards the upper end of our range.
- Christophe Fouquet
Overall the semiconductor market remains strong with artificial intelligence creating growth but also a shift in market dynamics as I highlighted earlier.
- Christophe Fouquet
...AI has created a shift in the market dynamics that is not benefiting all customers equally in the short term.
- Christophe Fouquet