Overview
- Investors are focusing on ASML as the behind-the-scenes enabler of modern chip production as AI workloads expand.
- The company builds lithography systems that define chip performance by printing ultra-fine circuit patterns onto silicon wafers.
- Its EUV technology is uniquely available from ASML and is required for the most advanced semiconductor nodes.
- Each EUV machine costs more than $200 million, weighs over 180 tons, and incorporates more than 100,000 parts.
- ASML's tools underpin chips used in iPhones, GPUs, and AI servers, with major customers including TSMC, Intel, and Samsung.