{"id":15489,"date":"2026-05-22T17:49:10","date_gmt":"2026-05-22T17:49:10","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/15489\/"},"modified":"2026-05-22T17:49:10","modified_gmt":"2026-05-22T17:49:10","slug":"will-asmls-high-na-rollout-strengthen-ai-chip-leadership-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/15489\/","title":{"rendered":"Will ASML’s High-NA Rollout Strengthen AI Chip Leadership?"},"content":{"rendered":"

ASML Holdings ASML<\/a> 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<\/a> 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<\/a> 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<\/a>.<\/p>\n

\"Zacks
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

\"Zacks
Image Source: Zacks Investment Research<\/p>\n

Upward Estimate Movement for ASML<\/p>\n

The Zacks Consensus Estimate for ASML\u2019s second-quarter and third-quarter 2026 EPS witnessed no movement in the last 30 days.The Zacks Consensus Estimate for ASML\u2019s 2026 and 2027 EPS witnessed northbound movement in the last 30 day
\u00a0<\/p>\n

\"Zacks
Image Source: Zacks Investment Research<\/p>\n

The consensus estimates for ASML\u2019s 2026 and 2027 revenues and earnings indicate year-over-year increases.<\/p>\n

ASML stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here<\/a>.<\/p>\n

7 Best Stocks for the Next 30 Days<\/p>\n

Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers “Most Likely for Early Price Pops.”<\/p>\n

Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.\u00a0<\/p>\n

See them now >><\/a><\/p>\n

This article originally published on Zacks Investment Research (zacks.com).<\/a><\/p>\n

Zacks Investment Research<\/a><\/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":15490,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[12612,949,65,578,575,574,577,576,579,79],"class_list":["post-15489","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-amat","tag-applied-materials","tag-asml","tag-futures","tag-index-market-quote","tag-index-market-quotes","tag-index-market-symbol","tag-index-market-symbols","tag-indices","tag-the-globe-and-mail"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/15489","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=15489"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/15489\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/15490"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=15489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=15489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=15489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}