Key Takeaways ASML and Amkor serve key AI chip roles, but Amkor is seen as the safer bet currently.ASML faces DUV slowdown risks, though EUV growth and a EUR 38.8B backlog support outlook.Amkor benefits from AI packaging demand, with computing revenues set to grow over 20% in 2026.ASML Holding (ASML) and Amkor Technology (AMKR) are two key players in the AI infrastructure value chain serving widely different but crucial roles. While ASML specializes in lithography-based chip patterning, AMKR packages and te ...