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: $320.0B
link
https://www.asml.com
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As we have said in recent quarters, artificial intelligence is the key driver of growth in Memory and Logic at this point.
- Christophe D. Fouquet
Quotes from asml Executives About Artificial Intelligence and Generative AI
Customers continue to add capacity on the leading edge to support AI demand, in which EUV plays an increased role.
- Christophe D. Fouquet
As we look ahead to 2026, we continue to see strong demand related to AI for both Logic and Memory.
- Christophe D. Fouquet
Looking long term, we expect the semiconductor market to remain strong with artificial intelligence continuing to drive growth.
- Christophe D. Fouquet
The combination of the strong productivity road map on Low NA EUV and the introduction of High NA will support the cost of technology reduction and the conversion of more multi-patterning layers to single EUV exposure increasing the number of EUV layers.
- Christophe D. Fouquet