ASML is gaining share in memory. The top-5 semicap memory revenue grew from $15.5B in '19 to $30.7B to '25, but ASML captured roughly 40% of the $15B incremental spend. 16pp of share gain over 6 years. Higher EUV capex spent helped. 4Q25 run-rate means well-above $30B+ memory WFE for top-5 in '26.
Source: Sravan Kundojjala
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