![\"Zacks](\"https:\/\/www.europesays.com\/netherlands\/wp-content\/uploads\/2026\/05\/ac7a867a4448112f77a21360270b1af5.jpeg\")
Zacks Investment Research <\/p>\nASML Holdings ASML expects its first chips made with High-NA machines to be ready soon. It is one of the most strategically important companies in the global semiconductor ecosystem. The company has a solid dominance in extreme ultraviolet (EUV) lithography systems.<\/p>\n
High Numerical Aperture or NA machines are next-generation lithography systems designed to print nanometer-scale patterns for advanced AI, logic and memory chips. By increasing the numerical aperture from 0.33 in previous EUV generations to 0.55, High-NA technology enables greater transistor density and improved chip performance. This advancement further reinforces ASML\u2019s dominance in cutting-edge lithography at a time when AI-driven computing demand is accelerating rapidly. Intel has already emerged as an early adopter of the technology, while SK Hynix has also signaled plans to incorporate High-NA systems into its manufacturing roadmap.<\/p>\n
Notably, each High-NA machine would cost about $400 million. The technology is now progressing from the R&D validation stage into early production deployment. Per ASML CEO Christophe Fouquet, \u201cThe machine will reduce costs for patterning or creating the circuitry of the most advanced chips for both logic and memory applications.\u201d\u00a0<\/p>\n
If High-NA chips prove successful and adoption expands over time, each High-NA shipment will increase revenue per system, create maintenance and service opportunities, and strengthen switching barriers for ASML. With rising EUV demand, ASML Holdings stands to transition from merely the dominant lithography supplier to the indispensable infrastructure provider for the AI semiconductor era.<\/p>\n
What About ASML\u2019s Peers <\/p>\n
KLA Corporation KLAC leads the semiconductor process control industry by developing breakthrough inspection and metrology systems, electron-beam technologies and AI-driven defect classification software. KLAC\u2019s inventions ensure the yield and reliability of complex AI chips, advanced packaging and IC substrates.<\/p>\n
Applied Materials, Inc. AMAT has recently introduced breakthrough technologies to supercharge AI compute, enhance 2nm Gate-All-Around (GAA) logic transistors, advance High-Bandwidth Memory (HBM) and revolutionize advanced chip packaging.<\/p>\n
ASML\u2019s Price Performance <\/p>\n
Shares of ASML Holdings have gained 52% year to date, outperforming the industry.<\/p>\n
Zacks Investment Research <\/p>\n
Image Source: Zacks Investment Research<\/p>\n
ASML\u2019s Expensive Valuation <\/p>\n
The stock appears undervalued compared with its industry. It is currently trading at a price-to-earnings multiple of 38.5, lower than the industry average of 38.52.<\/p>\n","protected":false},"excerpt":{"rendered":"ASML Holdings ASML expects its first chips made with High-NA machines to be ready soon. It is one…\n","protected":false},"author":2,"featured_media":15480,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,3325,642],"class_list":["post-15479","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-asml","tag-memory-chips","tag-zacks-investment-research"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/15479","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=15479"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/15479\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/15480"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=15479"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=15479"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=15479"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}