1. ASML is a critical supplier of EUV lithography machines to major chipmakers like TSMC, Intel, and Samsung, enabling advanced chip production; 2. Historical data shows a strong correlation (+0.85) between TSMC's capital expenditure and ASML's revenue growth six quarters later, with recent spending hikes signaling future revenue surges; 3. Memory producers like Micron and SK Hynix are ramping up investments in ASML's EUV technology to meet AI-driven demand for high-bandwidth memory (HBM).