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Technology Stocks : ASML Holding NV
ASML 1,040+2.4%2:28 PM EST
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From: BeenRetired12/16/2025 5:43:53 PM
1 Recommendation

Recommended By
Tobias Ekman

  Read Replies (1) of 42735
 
SEMI: WFE +9% '26. Copilot: EUV ~+25%.

Sales of equipment used to make computer chip wafers will rise about 9% to $126 billion in 2026 and a further 7.3% to $135 billion in 2027, as chipmakers expand capacity for logic and memory chips used in artificial intelligence, industry group SEMI forecast on Tuesday.

The biggest supplier of chip equipment, ASML of the Netherlands, accounts for about a quarter of sales. Other top firms include Applied Materials, KLA Corp and Lam Research of the U.S., and Japan’s Tokyo Electron.

AI boom seen lifting chipmaking equipment sales 9% to $126 billion in 2026

Copilot:
Bottom line
Yes. Both EUV and ArFi WFE are growing faster than overall WFE.
  • EUV: ~25% growth vs. ~7% WFE baseline

  • ArFi: ~9%+ growth vs. ~7% WFE baseline (and higher in China due to export controls)

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