ASML Holding N.V. is a key semiconductor equipment manufacturer that significantly contributes to AI infrastructure, making it an attractive investment. As the sole provider of extreme ultraviolet (EUV) lithography machines, ASML produces the smallest chips utilized in AI processors and DRAM applications, serving major clients like TSMC. Although the stock has faced volatility due to heightened demand for premium chips and potential export restrictions to China, analysts, including Goldman Sachs, maintain a positive outlook, reaffirming a Buy rating with a price target of €1,302. CEO Peter Wennink highlights the long-term growth drivers in semiconductors, positioning ASML as a strategic investment in the AI sector.