ASML Holding N.V. reports a surge in customer commitments for its High Numerical Aperture (High NA) Extreme Ultraviolet (EUV) systems. Orders for these next-generation machines now extend through 2030. The global artificial intelligence boom drives this demand. Major chipmakers are accelerating the adoption of these $400 million units. Current EUV systems are already sold out through 2027.
Cantor Fitzgerald reiterated an Overweight rating on ASML stock. The firm expects lithography demand to accelerate in the second half of 2027. Analysts do not anticipate 3D DRAM entering the market for another decade. This timeline solidifies the long-term investment outlook for ASML’s lithography tools.
ASML executed transactions under its share buyback program first announced in January 2026. These buybacks, combined with a record order book, underscore the company's financial health. ASML maintains a robust market position amid rising semiconductor manufacturing requirements.