The AI revolution has created obvious investment opportunities in semiconductor stocks like Nvidia ( NASDAQ:NVDA ) and even those supplying the chipmakers like ASML ( NASDAQ:ASML ).
The semiconductor stocks have enjoyed another big leg higher to start the year. With unprecedented AI demand and aggressive AI data center builds pushing the fabs to ramp up on capacity expansions, it should be no surprise to see the broader basket of semiconductor names making up for lost time.
The latest trading day saw ASML (ASML) settling at $1, representing a +2.04% change from its previous close.
Dutch semiconductor equipment maker ASML on Friday held gains to hit record highs following Taiwanese chipmaker TSMC's strong earnings report. ASML is the world's only supplier of the complex photolithography machines needed to manufacture cutting-edge artificial intelligence chips.
ASML Holding pushes High-NA EUV into fabrication, replacing DUV multi-patterning and powering sub-2nm logic and DRAM as EUV demand accelerates into 2026.
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Shares in ASML surged to a new all-time high on Thursday, pushing its market capitalisation past the $500 billion milestone and cementing its lead as Europe's most valuable company.
ASML Holding's IBM business is gaining momentum in 2025, driven by system upgrades, expanding EUV adoption, and rising service revenues.
ASML's DRAM memory supercycle should drive a strong rebound in bookings and book-to-bill, as leading DRAM makers add substantial greenfield capacity that requires more complex lithography. High-NA EUV is progressing from R&D into commercial ramp, with Intel and other customers preparing for 14A and advanced nodes, supporting a recovery in system sales from late FY26 onwards. Increasing High-NA EUV volumes should help ASML progress toward its FY30 gross margin target, as scale reduces High-NA dilutive effects and lifts the overall margin mix.
As a whole, large-cap semiconductor stocks performed impressively in 2025. The performance of the iShares Semiconductor ETF NASDAQ: SOXX demonstrates this.
ASML (NASDAQ: ASML), the leading Dutch supplier of semiconductor equipment and the sole provider of EUV lithography systems, begins 2026 on a robust note. Following a tumultuous 2025, the stock has increased by nearly 16% during the first week of January, driven by numerous analyst upgrades and price targets soaring to as high as $1,500.