ASML Positioned for Potential Stock Split Amid Surging AI Demand and Record Results
ASML Holding (ASML) continues to solidify its role as a critical pillar in the artificial intelligence supply chain. Following record third-quarter results reported on October 14, management indicated that projected supply for 2027 and 2028 is insufficient to meet anticipated customer demand, with some clients seeking equipment deliveries as far out as 2030. The company's growth is being driven by its monopoly on extreme ultraviolet (EUV) lithography machines. The transition toward High Numerical Aperture (High NA) EUV technology marks a significant milestone, with Intel already having processed over 1 million wafers using the new equipment. As share prices rise due to sustained AI-driven demand, market analysts suggest a stock split may be on the horizon, similar to those conducted by the company in the late 1990s.