ASML

ASML

Market cap $563B

TSMC's role as the biggest semiconductor foundry puts it in a terrific position to capitalize on the AI spending boom. ASML makes the machines that help TSMC make advanced AI chips, and that could help the Dutch giant deliver better-than-expected results.

ASML Holding's next-generation chipmaking machine is ready for manufacturers to start bringing it into use for production at high volumes, a senior executive told Reuters, a big step for the chip industry.

ASML followed Nvidia stock lower today. The AI boom is alive, but investors seem to think stocks like ASML are oversold.

Revenue more than doubled in the last five years, driven by higher demand for advanced computer chips. The business has a monopoly on the advanced lithography machines necessary to make AI chips.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

ASML , the biggest supplier of lithography equipment used to make computer chips, said in its 2025 annual report published Wednesday it now sees the artificial intelligence boom as the main driver for demand for its products.

ASML publishes 2025 Annual Reports VELDHOVEN, the Netherlands, February 25, 2026 – Today, ASML Holding NV (ASML) has published its 2025 Annual Reports. The 2025 Annual Reports 'Powering technology forward with you', highlight ASML's commitment to advancing innovation by developing technology that enables more powerful and energy-efficient microchips that have the potential to address some of humanity's toughest challenges.

Stocks like Nestlé, BMW, ASML and Airbus could be winners as AI worries roil the market.

ASML Holding's system sales rise 12.4% in 2025 as AI-driven logic and memory demand lift EUV adoption, with a robust backlog.

Lam Research edges ahead of ASML Holding with stronger growth forecasts, solid AI-driven demand and a more attractive valuation in the chip equipment race.