ASML Reports Record Orders as AI Drives Chipmaking Boom
ASML, the world’s largest manufacturer of advanced chipmaking equipment, reported €9.19 billion ($9.96 billion) in new orders in Q4 2025—well above analysts’ estimates. The surge is attributed to the sharp increase in demand for AI-focused semiconductors, with hyperscalers and chipmakers heavily investing in infrastructure. CEO Peter Wennink highlighted increasing interest in ASML’s next-gen extreme ultraviolet (EUV) systems, key to producing cutting-edge chips.
Takeaway: ASML’s strong performance underscores how AI innovation is reshaping the semiconductor industry and accelerating demand for advanced fabrication tools.
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