ASML Holding (NASDAQ:ASML) is one of the most important companies in the semiconductor ecosystem. The company enjoys a monopoly in the market for extreme ultraviolet (EUV) lithography machines, which are used for printing advanced chips deployed in artificial intelligence (AI) data centers. So, when ASML released its results for the third quarter of 2026 on Oct. 14, it became clear that the AI infrastructure boom is far from over. The Dutch semiconductor giant reported impressive growth in revenue and earnings and noted that it is struggling to meet strong customer demand. We will take a closer look at ASML's results in this article and explain why they bode well for two other semiconductor stocks -- Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU).
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