ASML Holding(ASML) The Motley Fool·2025-01-16 18:13Group 1 - ASML shares increased by 5% following positive guidance from its largest customer, TSMC, which reported better-than-expected fourth-quarter earnings [1][3] - ASML holds a dominant position in the DUV lithography market and a monopoly in EUV lithography, making it crucial for TSMC's chip production [2] - TSMC's projected capital expenditures are set to rise from 40 billion in 2025, indicating strong future demand for ASML's equipment [3][4] Group 2 - TSMC's capital expenditures will include new equipment purchases, which are essential for maintaining top-tier production capabilities [4] - TSMC's optimistic outlook suggests that ASML's EUV technology will become increasingly vital for the chipmaker in the coming years [5] - TSMC anticipates a doubling of sales for AI accelerators in 2025, following a tripling in 2024, positioning ASML for potential recovery after a volatile year [5]