35 Most Important AI Stocks for 2025 According to JPMorgan

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23. ASML Holding N.V. (NASDAQ:ASML)

Number of Hedge Fund Holders: 64 

ASML Holding N.V. (NASDAQ:ASML) makes and sells advanced semiconductor equipment systems. The firm provides advanced lithography equipment essential for manufacturing high-performance chips used in AI applications. The company’s cutting-edge extreme ultraviolet (EUV) lithography machines are crucial for producing the intricate and dense circuitry required by AI processors. Major chipmakers, including NVIDIA and Taiwan Semiconductor Manufacturing, rely on ASML’s technology to develop AI-optimized chips. In November 2024, ASML’s CEO, Christophe Fouquet, highlighted the positive impact of the AI boom on the company, noting that the surge in demand for advanced logic and memory chips is expected to boost sales of ASML’s high-end tools. He projected a 9% annual growth for the chip market through 2025, with AI and memory chips anticipated to constitute around 40% of the total chip market. Over the past year, the stock has declined by approximately 30% from its peak, primarily due to reduced sales expectations for 2025 and broader market challenges, including geopolitical tensions affecting the tech sector.

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