How has ai transformed ASML?

This transformation has turned ASML into an AI powerhouse, making its products continuously better with every iteration. The company’s ability to collect data from its vast installed base of machines and use it to improve its products creates a competitive advantage that is nearly insurmountable.

Does Ai drive ASML's performance?

The answer to that is in the high bandwidth memory business, and all this is driven by AI,” said Oddo BHF analyst Stephane Houri. “If you want to see some impact of AI in the numbers of ASML, this is where it is. A resurgence in memory chipmakers’ spending commitments was key to lifting ASML’s bookings to a record in the fourth quarter.

Is ASML a good stock to buy next year?

On a one-year view, ASML’s shares appear expensive. It currently trades at 40 times next year’s earnings, well above the five-year average. But that ratio would come down to historical levels when 2025 earnings are taken into the consideration, a year that the Dutch company has repeatedly said will see “very significant” growth.