ASML is Europe's largest company by market cap and is one of leading semiconductor companies in the world ASML SOLD 0 CHIPMAKING EQUIPMENT TO EUROPEAN COMPANIES LAST QUARTER All of ASML's equipment which is critical for the most advanced semiconductor manufacturing went to Asia or the United States A top executive at ASML said today: “We’re not selling anything at all in Europe. That’s because Europe isn’t investing and because no chip factories are being built there,” “We need to scale up our production. We aren’t doing that solely in the Netherlands,” “There is a fierce competitive battle to get us to do it somewhere else. What’s important for ASML is that Europe steps up to the plate.” China and India “roll out the reddest of red carpets for me and they say, ‘come invest here, too, and set up your factory here,’” “We conduct a quarter of our research in the US and they say, ‘can’t that be half?” (Source Bloomberg)

ASML’s profit surged 27% year over year as resilient demand for its advanced chipmaking systems powered another strong quarter. ◾ Revenue: €9.3B (+21%) ◾ Operating profit: €3.5B (+30%) ◾ Net profit: €2.9B (+27%) Can continued AI investment keep $ASML’s momentum going?

ASML says its 2027-2028 EUV production plans already include demand from Elon Musk's Terafab project. The massive Texas chip facility is expected to power next-generation AI infrastructure for Tesla, SpaceX, and xAI, marking another major step toward large-scale AI compute.

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."