ASML Holding(US:ASML) Jing Ji Ri Bao·2025-11-19 23:47Core Viewpoint - ASML is optimistic about the semiconductor industry's growth driven by artificial intelligence (AI), predicting global semiconductor sales will exceed $1 trillion by 2030, with ongoing opportunities in equipment sales [1][2] Group 1: Semiconductor Market Outlook - The global semiconductor sales value is expected to surpass $1 trillion by 2030, driven by AI [1] - AI will enhance both advanced and mature process demands in the semiconductor sector, with a significant reliance on sensors that depend on mature processes [1] Group 2: ASML's Product Development - ASML has introduced new equipment targeting the backend packaging application field, with initial shipments occurring in Q3 of this year to meet customer demand [1] - The company is expanding its product line and applications, with related stocks such as Nanya Technology and GlobalWafers expected to benefit [1] Group 3: High NA EUV Technology - ASML's High NA EUV equipment has been successfully demonstrated by major clients like Intel, IBM, and Samsung, with over 350,000 chips exposed using this technology [2] - The High NA EUV equipment offers higher imaging quality and simplified processes, helping clients save time and costs [1][2] Group 4: Industry Trends and Innovations - AI is seen as a key driver for accelerating innovation in semiconductor design and manufacturing technologies, addressing challenges in computing power and energy consumption [2] - Major chip manufacturers are pursuing various paths for process miniaturization, including 2D scaling, new transistor architecture designs, and 3D packaging integration [2] - ASML emphasizes a holistic lithography product portfolio to support industry trends, which is crucial for 3D integration and significantly improves wafer-to-wafer bonding precision [2]