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AI News from ET - ASML investors bet on 'picks and shovels' of AI revolution

Vishwadeep Khatri
in AI News & Two Lenses

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Analysts expect a strong quarter and see scope for ASML to raise its 2026 sales outlook, as memory-chip makers expand capacity to meet AI-driven demand. Core challenges include whether ASML can keep up with demand for its ​chip-making tools, which can take more than a year to build, and whether potential ⁠new restrictions ‌on exports to China could curb growth.

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