ASML (ASML NA) CEO says over the last three months they have found a lot of clarity on the AI front
Importance
Level 1
- In the short term there is "huge demand" for essentially all of the products they offer.
- A lot of evidence pointing to sustainability in the short term (referencing the next few years).
- Surprised by the magnitude of AI, the sector is very large.
- 2026 will be another year of growth.
- Re. the buyback: being consistent; if value is created, want to return to shareholders.
- US is going up in terms of overall market share for fabs.
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