ASML Holding N.V. is advancing in AI technology with a significant €1.3 billion investment in Mistral AI, acquiring an 11% stake. This partnership aims to integrate Mistral’s large language models into ASML’s lithography systems, enhancing productivity and precision in chip manufacturing. By incorporating generative AI tools into its extreme ultraviolet (EUV) platform, ASML seeks to accelerate innovation, improve time to market, and reduce costs, strengthening its competitive edge in the rapidly evolving semiconductor industry.
Despite facing challenges like a slowdown in China, ASML’s collaboration with Mistral could mark a pivotal growth phase, enabling the company to not just supply hardware but leverage AI for semiconductor advancements. The Zacks Consensus Estimate projects ASML’s revenues will reach $37.76 billion in 2025, a 23.6% increase year-over-year. ASML stands out in the EUV lithography space, competing alongside peers like Applied Materials and KLA Corporation, while its shares have surged 45.9% year-to-date, outperforming the broader tech sector.
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