ASML Defies DeepSeek Panic—Massive AI Boom Ignites Orders But Will This Last?

ASML Holding N.V. continues to cement its position as the linchpin of the semiconductor supply chain, demonstrating resilience in the face of market turbulence. The Dutch chip-equipment manufacturer posted robust fourth-quarter results, with net sales reaching €9.3 billion, surpassing prior guidance. Despite concerns about AI efficiency potentially reducing demand for high-end chips—exemplified by the recent DeepSeek-driven selloff—ASML’s strong order intake and continued industry reliance on its cutting-edge lithography technology highlight its long-term investment appeal.