ASML (ASML) and Micron (MU) – The Beneficiaries of the AI Boom Clearly Demonstrate Their Strength!
ASML provides clear evidence with record orders of $15.85 billion: The AI revolution is not a bubble, but a sustainable megatrend!
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I continue to watch with great enthusiasm the recent developments at ASML and Micron. ASML has truly blown me away with orders of $15.85 billion in the fourth quarter – that's nearly double what was expected! The extreme demand for EUV lithography systems at $7.4 billion clearly shows me: Taiwan's TSMC, Samsung , and other chip giants are massively investing in capacities because they believe in the sustainability of AI demand. The revenue forecast of €34 to €39 billion for 2026 underscores this confidence. At the same time, I see a perfect...
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