FinancialMediaGuide notes that Artificial Intelligence (AI) is no longer just a key component of the technological revolution, but a real driver for the most advanced industries. At the center of this global shift are the chips that enable AI to work efficiently and process vast amounts of data. While Nvidia rightfully holds a leadership position, providing graphics processors that are becoming the foundation for AI development, ASML plays an equally important role – producing lithography machines without which chip production would be impossible. ASML utilizes exclusive Extreme Ultraviolet (EUV) technology, ensuring maximum precision in the creation of chips that allow artificial intelligence to operate with high-speed and computational power requirements.
According to analysts at FinancialMediaGuide, ASML’s unique lithographic technologies have enabled it to capture 90% of the global market. EUV technology, which achieves precision up to 13.5 nanometers, is crucial for creating the next-generation chips needed for AI and other high-tech applications. In recent months, ASML’s stock has shown impressive growth, increasing by 25% in just the last month and doubling since April 2025. We at FinancialMediaGuide believe these results are driven by the growing demand for semiconductor technologies, which are essential for the development of AI. This trend is expected to continue gaining momentum in 2026, opening new prospects for ASML.
The active growth in capital spending by major chipmakers such as TSMC, Intel, and Samsung is another reason for ASML’s growth. These companies are expanding production capacities to meet the increased demand for chips that are vital for the operation of AI and cloud services. TSMC, ASML’s largest customer, plans to increase its capital expenditures by 37%, to $56 billion in 2026. We at FinancialMediaGuide highlight that much of this spending is expected to be directed towards the purchase of ASML equipment, which will strengthen its market position. This trend is also observed among other players such as Micron and SK Hynix, which are also raising their capital expenditures, positively impacting ASML’s financial performance.
Despite growing competition from Japanese manufacturers like Nikon and Canon in the field of Deep Ultraviolet (DUV) lithography, ASML continues to maintain its leadership in the lithography machine market due to the uniqueness of its EUV technology. We at FinancialMediaGuide believe that in the next few years, the company will continue to strengthen its position, as its technologies remain indispensable for the production of next-generation chips. It’s important to note that, in the context of the global demand for AI and cloud computing chips, ASML will continue to ensure stable growth, which will positively affect its market capitalization.
2026, according to analysts’ forecasts, will be another year of growth for ASML as the demand for AI chips continues to rise, creating further opportunities to strengthen the company’s position. At FinancialMediaGuide, we predict that with the increase in capital spending on semiconductors, ASML will continue to deliver outstanding financial results, and its stock will remain attractive for long-term investors.
Thus, despite increasing competition, ASML remains a key player in the lithography technology market, ensuring steady growth due to its unique technologies and the growing demand for AI chips. Investors interested in long-term investments in the high-tech sector should consider this when making decisions. We at Financial Media Guide believe ASML will continue to lead in the semiconductor industry, making its stock one of the most promising on the market.
