According to CoinMeta, as the demand for memory driven by artificial intelligence surges, ASML Holding (Nasdaq: ASML) is considered one of the semiconductor companies that will benefit from this trend. Although SanDisk and Micron are the current main beneficiaries of the market, ASML's advanced chip manufacturing equipment plays a key role in meeting the demands for high-bandwidth memory (HBM) and dynamic random access memory (DRAM). ASML's management pointed out during the July earnings call that memory products accounted for 49% of its system sales. It is expected that by 2026, ASML's memory-related net system sales will grow by 75%. Deloitte predicts that the capital expenditures of major memory manufacturers will increase by 67% this year, reaching $97 billion, and will grow another 50% in 2027. Analysts are optimistic about ASML's long-term profit growth prospects, believing that its core position in the memory market will propel it to surpass SanDisk and Micron.