ASML sees AI demand as long-term growth driver in 2025 annual report

Core Viewpoint - ASML identifies the artificial intelligence boom as a long-term growth driver for demand in its products, marking a shift from its previous stance in 2024 where it viewed AI as a limited growth factor [1] Group 1: Demand and Market Trends - The company now anticipates strong growth in the semiconductor market driven by high demand for AI logic and memory products, alongside elevated pricing due to supply-demand imbalances [1] - CEO Christophe Fouquet noted that significant demand for AI is fueling capacity build-up across a broad customer base, a trend expected to continue into 2026 and beyond [1] Group 2: Export Controls and Operations - ASML reported that export-control regimes are evolving, with the Dutch government implementing new controls on metrology and inspection equipment in January 2025 [1] - The company plans to establish a sales and support operation in India to enhance its market presence [1]