"ASML generated 32.7 billion euros in net sales for full-year 2025, marking a 15% rise from 2024, with earnings climbing 28.5% to 24.73 euros per share."
"EUV lithography works by firing 13.5-nanometer light at silicon wafers to etch microscopic features, giving ASML 100% market share in the technology driving sub-7nm chips."
"Chipmakers aren't waiting. On March 24, SK Hynix disclosed that it will buy 11.95 trillion won - roughly $8 billion - worth of EUV tools from ASML."
"Every expansion in AI infrastructure flows through ASML's doors, with more than half of new bookings tied directly to EUV systems."
ASML Holding dominates the market for extreme ultraviolet (EUV) lithography systems, crucial for manufacturing AI chips at 7 nanometers or smaller. The company has secured significant orders from major chipmakers like SK Hynix, indicating a surge in demand for its technology. ASML's revenue is projected to grow substantially, with forecasts suggesting net sales could reach between 34 billion and 39 billion euros in 2026. The installed backlog exceeds 38 billion euros, highlighting the critical role ASML plays in the AI chip supply chain.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]