{"id":41925,"date":"2026-08-31T19:11:10","date_gmt":"2026-08-31T19:11:10","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/41925\/"},"modified":"2026-08-31T19:11:10","modified_gmt":"2026-08-31T19:11:10","slug":"does-asmls-dominant-position-in-euv-signal-further-upside-4","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/41925\/","title":{"rendered":"Does ASML’s Dominant Position in EUV Signal Further Upside?"},"content":{"rendered":"

ASML Holding\u00a0ASML<\/a> is making rapid strides, courtesy of its dominant position in extreme ultraviolet (\u201cEUV\u201d) lithography systems. An increase in AI-driven infrastructure spending is boosting demand for advanced logic and memory chips<\/p>\n

ASML sees AI as a major long-term catalyst, strengthening demand for its EUV lithography systems. The company is using AI in engineering, product development and customer support to improve efficiency.<\/p>\n

Its collaboration with Mistral AI to deploy generative AI capabilities across engineering workflows and customer service further strengthens operational efficiency while accelerating problem-solving and design processes.<\/p>\n

Supported by billions invested in annual research and development, an unmatched technological moat and leadership in advanced lithography, ASML is well-positioned to capitalize on the AI-driven semiconductor investment cycle. With AI serving as both a powerful demand driver and an internal productivity enabler, the company remains a critical force underpinning the global AI revolution and long-term semiconductor innovation.<\/p>\n

High-NA EUV systems are poised to drive ASML\u2019s next phase of growth. These next-generation lithography machines are designed to print increasingly smaller patterns required for advanced AI, logic and memory chips. Rising demand for AI, cloud computing and advanced electronics reinforces ASML\u2019s strategic importance as the sole supplier of EUV lithography systems.<\/p>\n

Taking a Look at the AI-related investments of 2 other tech companies<\/p>\n

Applied Materials\u00a0AMAT<\/a> is another important player in the semiconductor industry. AMAT is well-positioned to benefit from the rising demand for AI chips, as hyperscalers continue to increase investments in AI infrastructure. Applied Materials is seeing strong demand for advanced packaging as AI drives the need for faster and more efficient computing systems. The company expects advanced packaging to remain a key growth area as chipmakers increase investments in high-bandwidth memory, 3D chiplets and other technologies that improve chip performance and power efficiency.<\/p>\n

AMAT is investing in newer packaging technologies that could support growth beyond 2026. The company is developing solutions for larger panel formats and expects significant growth in panel revenues next year. Hybrid bonding is another opportunity, as chipmakers look to shorten wiring distances and improve performance and power efficiency. AMAT said its hybrid bonding technology and related products could become meaningful growth drivers over time.<\/p>\n

ASML Holding also competes with Lam Research LRCX<\/a>. Lam Research has secured multiple critical etch wins at a major DRAM manufacturer with its new Akara etch system, which supports 3D DRAM architectures. This was supported by LRCX\u2019s customer investments in DDR5, LPDDR5 and high-bandwidth memory. Additionally, Lam Research\u2019s Aether dry-resist technology was recently selected as the production tool of record for a leading DRAM customer, securing a foothold in this high-growth segment.<\/p>\n

ASML\u2019s Price Performance, Valuation & Earnings Estimates<\/p>\n

Driven mainly by upbeat AI demand, shares of ASML have gained in double digits (% wise) in the past six months, outperforming its industry<\/a>.<\/p>\n

6-Month Price Comparison<\/p>\n

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

From a valuation standpoint, ASML trades at a forward price-to-sales ratio of 11.47X, marginally higher than the industry\u2019s average.<\/p>\n

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

See how the Zacks Consensus Estimate for ASML\u2019s earnings has been revised over the past 90 days.<\/p>\n

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

ASML\u2019s Zacks Rank<\/p>\n

ASML currently carries a Zacks Rank #3 (Hold). You can see\u00a0the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here<\/a>.\u00a0\u00a0<\/p>\n

\u00a0<\/p>\n

Zacks’ Research Chief Names “Stock Most Likely to Double”<\/p>\n

Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.<\/p>\n

This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company’s customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Hims & Hers Health, which shot up +209%.<\/p>\n

Free: See Our Top Stock And 4 Runners Up<\/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 Holding\u00a0ASML is making rapid strides, courtesy of its dominant position in extreme ultraviolet (\u201cEUV\u201d) lithography systems. An…\n","protected":false},"author":2,"featured_media":41926,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,578,575,574,577,576,579,4478,4479,79],"class_list":["post-41925","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-asml","tag-futures","tag-index-market-quote","tag-index-market-quotes","tag-index-market-symbol","tag-index-market-symbols","tag-indices","tag-lam-research-corp","tag-lrcx","tag-the-globe-and-mail"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/41925","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=41925"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/41925\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/41926"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=41925"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=41925"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=41925"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}