Quick Read – ASML’s position as the world’s exclusive supplier of EUV lithography equipment makes it essential to AI chip production, and the company’s €45B backlog signals sustained demand as customers race to expand capacity for AI-focused semiconductor manufacturing. – ASML…
SML) reported Q1 2026 revenue of $10.3B with a 53% gross margin and net income of $3.25B, as CEO Christophe Fouquet linked the outlook directly to accelerating AI-related infrastructure investments, with logic customers driving the majority of bookings. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ASML didn’t make the cut. Grab the names FREE today
Jordi Visser of Weiss Multi-Strategy Advisers is leaning hard into the AI buildout, telling Anthony Pompliano on The Pomp Podcast that “the AI generational situation is still in the first or second inning.” Visser said he holds 15 to 20 international semiconductor and chemical companies in his AI thematic portfolio, naming ASML Holding (NASDAQ:ASML), Soitec, Ajinomoto, and Siemens Energy. Of those, ASML, the Dutch monopoly behind EUV lithography, stands out as the most accessible option for U.S. investors. Why ASML Is the Anchor ASML occupies a unique position in the semiconductor industry.
The company is the world’s dominant supplier of extreme ultraviolet lithography, or EUV, machines, which are required to manufacture the most advanced chips. Without ASML’s equipment, the leading processors powering artificial intelligence systems would be far more difficult to produce. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ASML didn’t make the cut.