Re-shuffle the "Royal Flush"! ASML Holding NV ADR (ASML.US) introduces 1000 watt light source - chip production capacity may increase by 50% by 2030.

According to reports, Dutch semiconductor equipment giant ASML Holding NV ADR (ASML.US) has made a breakthrough in the field of light source technology for extreme ultraviolet lithography machines. This new development is expected to increase chip production by 50% by 2030. Michael Persis, Chief Technology Officer of ASML Holding NV ADR, said in an interview at the ASML Holding NV ADR office near San Diego: "This is not a one-time demonstration, but a system that can continuously output 1000 watts of power under all the same requirements seen at customer sites." ASML Holding NV ADR is the only company in the world that can manufacture extreme ultraviolet lithography machines. Chip foundries such as Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) and Intel Corporation (INTC.US) rely on its equipment to produce advanced processors. However, the market landscape is facing potential challenges. Late last year, some startups including Substrate and xLight received $150 million in funding from the Trump administration, trying to break ASML Holding NV ADR's market monopoly. Jorge J. Rocca, a professor at Colorado State University, pointed out that the current EUV light source has a power of 600 watts, and increasing it to 1000 watts is a substantial progress. Persis said, "Our vision is to continue to drive technological progress and exceed the 1000 watt mark, further consolidating our market position. We see a quite clear path to reach 1500 watts, and there is no fundamental reason to prevent us from reaching 2000 watts." At the end of Monday's trading session, ASML Holding NV ADR's stock price fell slightly. At the end of January, ASML Holding NV ADR released its fourth-quarter 2025 financial report (as of December 2025). The company continues to benefit from the billions of dollars of investment in AI infrastructure construction and has recorded impressive performance. Its financial report shows that the fourth quarter set a record for new orders, and it predicts that sales will continue to grow in 2026. ASML Holding NV ADR remains optimistic about the future. Its customers, major chip manufacturers around the world, are confident in the sustainability of AI-related demand and capacity expansion, which in turn drives the growth of ASML Holding NV ADR's orders. Meanwhile, despite continued strong growth, ASML Holding NV ADR announced a layoff plan involving around 1700 positions. The layoffs mainly affect the technology and IT departments, mainly in management positions in the Netherlands, while also affecting the US operations. Based on the current total number of employees, the layoff rate is around 4%.