Preparing High NA EUV for high-volume manufacturing Steven Schee r: "The opening of the joint ASML-imec High NA EUV Lithography Lab in Veldhoven, the Netherlands, marked a milestone in preparing High ...

However, there's something that ASML investors appear to be overlooking: The company quietly just booked billions for its extreme ultraviolet (EUV) lithography machines.

However, there's something that ASML investors appear to be overlooking: The company quietly just booked billions for its extreme ultraviolet (EUV) lithography machines.

ASML posted stronger-than-expected second-quarter 2025 earnings and projected a 15% jump in revenue for 2025 while maintaining a robust gross margin forecast of around 52%. However, the Dutch ...

There are a variety of ASML machines that use different processes, but the best-selling line is its EUV machines, which accounted for 48% of Q2 net system sales.

In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV revenue is ...

Key Points ASML's revolutionary technology continues to push the bounds of AI and semiconductor manufacturing. Near-term growth concerns have little bearing on the long-term investment thesis. The ...

That said, I view the sell-off in ASML shares as a buying opportunity. The company basically has a 100% market share when it comes to the EUV technology that is needed to make advanced chips.