The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'

ASML, a key supplier of semiconductor manufacturing equipment, has increased its annual guidance due to strong demand from both DRAM and advanced logic chipmakers. This surge is primarily driven by the AI boom, leading to significant investments in fab expansion and capacity increases for various chip nodes, including those for AI accelerators.

• Entities
• Company: Intel
• Topic: AI
• Topic: Semiconductor Manufacturing
• Company: TSMC
• Topic: Advanced Logic
• Company: ASML
• Topic: DRAM