Key Points ASML has 90% of the market for advanced AI processor machines. Data center infrastructure spending could increase by $4 trillion over the next five years, directly benefiting ASML's equipment sales. ASML has a sustained recurring revenue opportunity from equipment services that could last decades after it sells a machine. 10 stocks we like better than ASML › The demand for artificial intelligence (AI) infrastructure is driving many stock prices higher, and one notable AI company benef ...

Core Insights - ASML is a leading Dutch supplier of equipment and services to semiconductor fabs, particularly in the high-end chip market where it faces no competition due to its advanced technology [1] - The company's machines utilize extreme ultraviolet (EUV) light for chip production, with the ability to adjust the printing process in real-time [1] Company Overview - ASML specializes in high-end semiconductor manufacturing equipment, particularly focusing on EUV technology [1] - The company has established a dominant position in the market, making it a critical player in the semiconductor supply chain [1] Market Position - ASML's unique technology and lack of competition in high-end chips position it favorably for future growth [1] - The reliance on ASML's machines by semiconductor manufacturers underscores its importance in the industry [1]