ASML (ASML NA) CEO says over the last three months they have found a lot of clarity on the AI front

• 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.

The comments from ASML's CEO indicate a strong demand outlook for their products, particularly driven by advancements in AI technology. This reflects positively on their growth prospects, especially as they anticipate continued expansion into 2026 and a commitment to returning value to shareholders. Investors should view this statement as a signal of confidence in the semiconductor sector's resilience and growth trajectory, particularly in the context of increasing market dynamics favoring the US in chip production.