ASML reported that memory system revenue exceeded logic chip sales for the first time. This shift stems from massive global investments in artificial intelligence infrastructure.
DRAM manufacturers are competing for advanced lithography equipment to produce high-bandwidth memory (HBM). This demand reinforces ASML’s position in the AI value chain and supports its long-term profitability.
The company raised its quarterly dividend to $3.1771 per share. This increase reflects a positive financial outlook and sustained demand for its technology.