ASML Positioned for Decade-Long Growth Amid Semiconductor Boom
ASML Holding NV, the Dutch semiconductor equipment leader, emerges as a prime investment candidate for long-term growth. The company stands to benefit significantly from the projected tripling of global semiconductor revenue to $2.4 trillion by 2035.
Artificial intelligence adoption serves as the primary growth catalyst, with AI chips expected to comprise one-third of semiconductor sales within a decade. ASML's lithography systems remain indispensable for chip manufacturers scrambling to meet demand, particularly for advanced AI processors.
The semiconductor equipment maker's technology maintains critical importance across all chip fabrication nodes. As foundries expand capacity to address the AI-driven surge, ASML's order backlog and technological moat suggest sustained revenue growth through multiple industry cycles.
