1 天前 · Dutch computer chip equipment maker ASML on Jan. 29 reported fourth-quarter bookings of 7.09 billion euros ($7.39 billion) that far exceeded expectations, as a boom in AI drove demand for the ...

AI to the Fore. The big change to ASML’s growth projections is the contribution from AI-related demand. The servers, storage and datacenters segment, which is the main beneficiary of the growth in AI, is now expected to account for ~40% of total 2030 demand, a significant increase from 2022 estimates. Summing up this step-change, Mr. Fouquet ...

2 天之前 · ASML expects Q1 2025 total net sales between €7.5 billion and €8.0 billion, and a gross margin between 52% and 53% ... our expectation that AI will be the key driver for the industry and the expected impact of AI demand on our business, our expectation that lithography will remain at the heart of customer innovation, expected demand ...

2 天之前 · Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the fourth quarter.

1 天前 · Summary. ASML's strong monopoly in EUV lithography and essential role in semiconductor and AI industries make it a compelling investment despite cyclicality and customer concentration risks.

2 天之前 · ASML's extreme ultraviolet (EUV) lithography machines are needed to make the most advanced AI chips. ASML shares fell another 1% yesterday and are down more than 20% over the past 12 months ...

1 天前 · ASML: AI Drives Strong Demand for Lithography Equipment. ASML has achieved over $275 billion in market capitalization through its stranglehold on advanced lithography equipment. This equipment is essential to chip makers like Taiwan Semiconductor Manufacturing NYSE: TSM. It enables them to produce the world's most advanced chips.

2 天之前 · Top computer chip equipment maker ASML ASML.AS reported fourth-quarter bookings on Wednesday that far exceeded expectations, as a boom in AI drove demand for its most advanced equipment.

2 天之前 · ASML shares closed 7% lower on Monday, wiping out more than $15 billion in market value, as investors digested what impact cheaper AI models could have on semiconductor demand and, ultimately, on ...

2 天之前 · TSMC, ASML’s biggest customer, said this month that it planned to increase capital spending this year to between $38bn and $40bn, a more than 30 per cent rise, as it projected 45 per cent annual ...