Here’s How Artificial Intelligence Powers ASML’s Growth Story – June 26, 2026

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ASML identifies AI as a crucial long-term growth catalyst, especially within its market for extreme ultraviolet (EUV) lithography systems.
The rise of AI workloads is prompting significant investments by semiconductor manufacturers in various areas, including logic chips, memory, networking, and advanced packaging, directly boosting demand for ASML’s systems.
ASML is using AI internally across engineering, product development, and customer support for greater efficiency and innovation.
The company’s dominance in EUV lithography and its AI integration position it well to leverage the global semiconductor investment cycle driven by AI.
ASML’s peers, like KLA and Applied Materials, are also innovating in technologies that underpin AI computing and semiconductor fabrication.
ASML’s stock performance has seen a year-to-date gain but has underperformed compared to the broader industry.
Despite some downward estimate revisions for near-term earnings, long-term revenue and earnings estimates for 2027 show positive growth.
ASML stock seems undervalued with a current price-to-earnings multiple under the industry average, earning a Zacks Rank #3 (Hold).

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