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Is ASML Holding N.V. (ASML) One of the Best Blue Chip AI Stocks to Buy Now?

ASML Holding N.V. (NASDAQ:ASML) is one of the best blue-chip AI stocks to buy now. On March 26, Bernstein SocGen Group reiterated an Outperform rating on ASML Holding N.V. (NASDAQ:ASML) and raised the price target to $1971 from $1,911.

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The reiteration comes amid expectations that the company is well-positioned to benefit from DRAM capacity build-out, accelerating from 145,000 additional wafers per month last year to 245,000 in 2026. The build-out is expected to increase to 330,000 wafers per month in 2027 and 435,000 wafers in 2028. The increase will come from the top three DRAM makers, adding about 1 million monthly wafer capacities between 2026 and 2028.

Consequently, the research firm expects ASML to ship 44 EUV machines to DRAM in 2028, representing 45% of its total EUV shipments. It would be a significant increase from 18 units shipped in 2025. The research firm has also raised the ASML EUV shipment estimate in 2028 from 79 to 92 units.

ASML Holding N.V. (NASDAQ:ASML) is the world’s leading manufacturer of lithography systems for the semiconductor industry. They design and build complex machines that use light to print tiny circuit patterns onto silicon wafers, enabling chipmakers like TSMC, Intel, and Samsung to mass-produce powerful, energy-efficient microchips for electronics.

While we acknowledge the risk and potential of ASML as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ASML and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: Motley Fool’s 10 High-Growth Stock Picks and 7 Single-Digit Stocks With Double-Digit Growth Potential.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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