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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Turning to the markets, and consistent with our view from last quarter, the growth in Artificial Intelligence remains the key driver for growth in our industry.
- Christophe Fouquet
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Quotes from asml Executives About Artificial Intelligence and Generative AI
Looking longer term, the semiconductor market remains strong with artificial intelligence creating growth in recent quarters, and we see some of the future demand for AI solidifying, which is encouraging.
- Christophe Fouquet
...both logic and memory customers have good reason to use High NA as soon as the maturity of the tool and, therefore, the cost of technology will be there.
- Christophe Fouquet
...what we hear from customers, both on the logic side and on the memory side is that they still see that strong demand there. I think more emphasis being put on inferencing...
- Roger Dassen