How ASML's Lithography Machines Shape the AI Chip Industry

Without ASML, there would be no ChatGPT, no new iPhone models and no cutting edge AI innovation. The chipmaking machines ASML produces are so indispensable to the world's tech ecosystem, it's now Europe's most valuable company.

Bloomberg Technology • 3 hours ago

ASML CEO: China Won't Accept Being Cut Off From AI Chips

Christophe Fouquet, the CEO of ASML, tells Bloomberg Television that China will not accept being cutoff from Western chips, artificial intelligence and technology. ASML is the only company in the world making extreme ultraviolet lithography machines, which are vital for manufacturing advanced AI chips used by the likes of Nvidia and Apple.

Bloomberg Markets and Finance • Dec 13, 2025

ASML CEO Sees AI Spending 'Arms Race'

ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an "arms race," but that he sees no bubble in the industry. The Dutch company is Europe's most valuable company, and one of the most important cogs in the global AI supply chain.

Bloomberg Technology • Dec 13, 2025

ASML Stock Retreats Despite Strong YTD Run As CEO Highlights EUV Strength, 3D Packaging Push, Durable AI Growth

ASML CEO Christophe Fouquet says lithography stays central as chipmakers build more powerful artificial intelligence chips.

Benzinga • Dec 12, 2025

ASML Is the Silent Monopoly Behind the Entire Tech Industry, but Is It a Buy Right Now?

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.

The Motley Fool • Dec 12, 2025

Prediction: This AI Chipmaker Will Join the Trillion-Dollar Club

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.

The Motley Fool • Dec 11, 2025

ASML's Moat Makes It A Must-Have AI Play - Even If The Entry Point Isn't Perfect

ASML Holding remains a must-own AI portfolio position, boasting an unrivaled EUV lithography moat and diversified customer base. Despite a premium valuation (~38x forward PE), ASML's risk-reward is compelling due to stable demand, a robust order book, and limited competitive threats. High-NA system adoption, advanced packaging wins, and strong installed base sales underpin resilient growth, though cyclicality and geopolitical risks persist.

Seeking Alpha • Dec 11, 2025

Reddit's Top AI Stocks: Why Traders Are Backing IBM and ASML Over other AI Plays

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.

24/7 Wall Street • Dec 11, 2025

ASML customers include at least one with Chinese military links, Nieuwsuur reports

Customers of chip equipment maker ASML include at least one firm with links to the Chinese military, Dutch television program Nieuwsuur reported on Tuesday.

Reuters • Dec 9, 2025

Is ASML Stock a Buying Opportunity for 2026?

ASML (ASML +1.84%) is one of the most critical suppliers to the artificial intelligence (AI) industry.

The Motley Fool • Dec 9, 2025