ASML makes semiconductor manufacturing equipment, and holds 90% market share. Nvidia's GPUs are in heavy demand from tech giants, and its earnings surged 67% higher in the third quarter.
Sales of equipment used to make computer chip wafers will rise about 9% to $126 billion in 2026 and a further 7.3% to $135 billion in 2027, as chipmakers expand capacity for logic and memory chips used in artificial intelligence, industry group SEMI forecast on Tuesday.
ASML has 90% of the market for advanced AI processor machines. Data center infrastructure spending could increase by $4 trillion over the next five years, directly benefiting ASML's equipment sales.
ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors in the world and possesses competitive advantages that could last for decades.
ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program.
ASML is the only provider of EUV lithography machines to the semiconductor industry worldwide. It's positioned at the root of the global tech supply chain, with no real competitors.
Shares of ASML (NASDAQ:ASML) and IBM (NYSE:IBM) are riding a wave of retail trader enthusiasm this week, with both stocks showing strong bullish sentiment on Reddit.
ASML's High‑NA EUV systems are essentially the only path to next‑generation chips, giving it unmatched pricing power and strategic importance. To justify a trillion-dollar valuation, net income would need to rise to $19 billion, achievable if High‑NA adoption and margins scale.
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