ASML’s 2025 annual report highlights the growing significance of artificial intelligence (AI) in driving demand for semiconductor lithography equipment. Shifting from previous concerns over industry cyclicality, ASML’s CEO noted that AI began to stimulate substantial demand from a broader customer base by the end of 2025. The report projects continued growth in the semiconductor market, fueled by increased demand for AI logic and memory products, coupled with price hikes due to supply-demand imbalances. Additionally, ASML is adapting to evolving export controls, particularly new regulations in the Netherlands regarding metrology and inspection equipment. Plans are underway to establish sales and support operations in India, further expanding ASML’s global footprint. This strategic pivot underscores the essential role of AI in shaping market trends and demands, positioning ASML to capitalize on future growth opportunities within the semiconductor industry.
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