---
title: "ASML is gaining share in memory. The top-5 semicap memory revenue grew from $15.5B in '19 to $30.7B "
description: "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"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000474031.md"
published_at: "2026-02-17T15:17:27.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# ASML is gaining share in memory. The top-5 semicap memory revenue grew from $15.5B in '19 to $30.7B 

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

### Related Stocks

- [ASML.US - ASML](https://longbridge.com/en/quote/ASML.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.