ASML stock has surged this year and raised sales guidance confirms the benefits from the AI chip revolution.

Chip toolmaker ASML, which makes equipment that plays a central role in chip production around the world, plans to raise prices, according to four people with knowledge of the discussions. That’s likely to bring ASML into conflict with Taiwan Semiconductor Manufacturing Co.

The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure,

ASML is reducing EUV cycle time from 22 weeks to 15-16 weeks. It is nearly fully booked for 2027 with substantial 2028 orders already in hand. Guidance raised.

ASML is the only company worldwide that manufactures lithography systems with extreme ultraviolet (EUV) exposure technology. Such models with a light wavelength of 13.5 nm are nec

ASML (ASML) shares rose more than 2.7% on Tuesday as the Dutch semiconductor equipment maker gets set to report second quarter results before the start of trading on July 15.

The earnings report could be significant for the entire industry.

ASML Holding NV, Europe’s most valuable company, said Intel Corp. has begun to use its most advanced machine for chip production, showing that the new equipment is ready for widespread adoption.