ASML: AI Boom Guarantees Lithography Demand for a Decade

In its 2025 annual report published on February 25, ASML, the absolute monopolist in the EUV lithography market, named artificial intelligence as the key driver of the corporation's long-term growth.

This is a fundamental signal for the entire global supply chain. For giants like AMD and NVIDIA to produce new AI accelerators on 2nm and 1nm technology nodes, TSMC and Intel fabs critically need new lithography machines costing hundreds of millions of dollars each. ASML's official statement confirms: the infrastructure supercycle is far from its peak. The hardware base for neural networks will expand exponentially, absorbing colossal capital and dictating the rules of the global semiconductor market for a decade to come.

Source: Reuters / ASML