ASML: AI's effect on chipmaking will unfold over 10 to 15 years

ASML CEO Christophe Fouquet said AI's impact on the semiconductor industry will play out over 10 to 15 years, not overnight. The company plans larger mirror apertures in its EUV systems and more vertical chip designs, with High-NA EUV using larger masks targeted for 2033 and a 40% productivity gain.

• Fouquet: AI's effect on society and industry will take 10 to 15 years
• ASML targets High-NA EUV with larger masks for 2033
• Promises a 40% productivity gain
• One EUV system costs up to $400 million and has 100,000+ parts