CNBC·2026-01-29 06:25Core Insights - ASML is the only company globally producing extreme ultraviolet (EUV) lithography machines, holding a 90% market share in the lithography sector, and is expected to monopolize next-generation EUV technology [4][5][9] - The company's recent earnings report showed bookings exceeding analyst expectations, with EUV systems contributing significantly to its revenue [5][10] - ASML's advanced lithography machines are essential for the production of semiconductors, particularly for AI applications, with 99% of semiconductors being produced using ASML technology [5][10] Company Performance - ASML's net bookings for the fourth quarter of 2025 reached 13.2 billion euros, with EUV systems accounting for 7.4 billion euros [10] - The company sold 48 EUV systems in 2025, generating 11.6 billion euros in revenue [10] - ASML's share price increased by 36% last year and has surged another 32% since the beginning of 2023, reaching a valuation of half a trillion dollars [12] Market Dynamics - The price of ASML's advanced high NA EUV machines ranges from 320 million to 400 million euros, while the low NA EUV is priced around 220 million euros [11] - Companies like TSMC, Intel, and Samsung are currently experimenting with high NA EUV technology, which is expected to enter high-volume manufacturing by 2027-2028 [11][12] - Analysts predict continued stock price growth for ASML, with expected net sales for 2026 projected between 34 billion and 39 billion euros, surpassing the 32.7 billion euros achieved in 2025 [12]