ASML CEO Fu Keli stated during the earnings video interview that artificial intelligence remains the primary growth engine in both logic and memory chip sectors. The logic chip market is projected to expand compared to 2024, driven by customers scaling up advanced-node chip production capacity. Meanwhile, the memory chip segment maintains robust momentum as clients continue investing in cutting-edge HBM and DDR5 products.

Notably, the company anticipates revenue contribution from mainland China will exceed 25%, aligning with the backlog situation. This projection underscores China's strategic importance in ASML's global market portfolio amid ongoing semiconductor industry transformations.