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

The comments from ASML's CEO indicate a strong demand outlook for their products, particularly driven by advancements in AI technology.

Newsquawk StaffPublished 28 Jan 2026, 07:24 UTCOn the live feed at 07:04 UTC — 3 more headlines followed before this page went public

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

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German GfK Consumer Confidence (Feb) -24.1 vs. Exp. -25.5 (Prev. -26.9, Low. -28, High. -22)

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German GfK Consumer Confidence (Feb) -24.1 (Prev. -26.9, Low. -28, High. -22)

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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.

Context

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.

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