AI chippers in relatie tot ASML.
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Artikel van Jeffrey Cooper (Technology Author, Blogger, & Consultant | ex-Sourcing Lead at ASML | ex-Director Supply Chain at ABB0
ASML Shows Chasm in Chip Land: AI Winners Versus Everyone Else (2 min read)
AI Boosts Chip Demand While Other Sectors Struggle
The semiconductor industry is witnessing a major divergence, with AI-related chipmakers thriving while others face declining demand. Companies like Nvidia and TSMC benefit from Big Tech’s massive investments in AI infrastructure, leading to a surge in AI-related semiconductor sales projected to reach $245 billion by 2025. However, traditional chip sectors, particularly those tied to automotive and industrial supplies, struggle due to weak demand and oversupply. ASML, a leader in semiconductor equipment, recently cut its sales forecast, signaling caution for non-AI markets, as stocks in the broader sector tumbled. Despite a boost from AI, semiconductor equipment makers like Applied Materials and Lam Research have seen sharp declines in their stock prices, highlighting the growing rift between AI-driven growth and the rest of the chip industry.
ASML's Forecast Raises Concerns for Chip Equipment Makers
ASML’s recent announcement of a reduced sales forecast for 2025, driven by weak demand in sectors outside of AI, has raised red flags about the health of the semiconductor equipment industry. Companies like Intel and Samsung are delaying new factories and cutting costs amid falling sales. The Philadelphia Semiconductor Index dropped 5.3% last week, with ASML’s share price plummeting 14%. In contrast, chipmakers connected to AI, including Nvidia and Broadcom, have seen significant gains, with Nvidia’s stock up over 175% this year. Experts anticipate continued growth for AI semiconductors, even as non-AI sectors struggle. Investors and analysts are watching closely to see how upcoming earnings reports from other equipment makers will reflect these shifts while AI-related chipmakers continue to dominate.
My Take
AI's rapid rise is reshaping the semiconductor landscape, creating a two-speed market where AI-driven sectors flourish while traditional chip industries falter. Companies outside AI must adapt or risk being left behind in a market increasingly dominated by advanced AI technologies.