ASML, Mistral AI enter strategic partnership
ASML (NASDAQ:ASML) has announced a strategic partnership with French AI leader Mistral AI, marking a significant collaboration in the semiconductor industry. The partnership includes ASML leading Mistral AI's Series C funding round with a €1.3 billion investment, securing approximately 11% ownership on a fully diluted basis.
The collaboration aims to integrate AI models across ASML's product portfolio, research, development, and operations, focusing on delivering faster time to market and enhanced performance for ASML's holistic lithography systems. As part of the agreement, ASML CFO Roger Dassen will join Mistral AI's Strategic Committee, providing advisory input on future strategy and technology decisions.
ASML (NASDAQ:ASML) ha annunciato una partnership strategica con la società francese specializzata in IA, Mistral AI, segnando una collaborazione di rilievo nel settore dei semiconduttori. L'accordo prevede che ASML guidi il round di finanziamento di Serie C di Mistral AI con un investimento di €1,3 miliardi, ottenendo circa l'11% di partecipazione su base totalmente diluita.
La collaborazione punta a integrare modelli di intelligenza artificiale nell'intera gamma di prodotti, nella ricerca, nello sviluppo e nelle operazioni di ASML, con l'obiettivo di accelerare il time-to-market e migliorare le prestazioni dei sistemi litografici complessivi. Come parte dell'intesa, il CFO di ASML, Roger Dassen, entrerà a far parte del Comitato Strategico di Mistral AI, offrendo consulenza sulle future scelte strategiche e tecnologiche.
ASML (NASDAQ:ASML) ha anunciado una asociación estratégica con la firma francesa líder en IA, Mistral AI, marcando una colaboración relevante en la industria de semiconductores. La asociación incluye que ASML lidere la ronda de financiación Serie C de Mistral AI con una inversión de €1.300 millones, asegurando aproximadamente un 11% de participación en base totalmente diluida.
La colaboración busca integrar modelos de IA en la cartera de productos de ASML, así como en investigación, desarrollo y operaciones, con el foco en reducir el tiempo de salida al mercado y mejorar el rendimiento de los sistemas litográficos en su conjunto. Como parte del acuerdo, el CFO de ASML, Roger Dassen, se unirá al Comité Estratégico de Mistral AI para aportar asesoramiento sobre decisiones futuras de estrategia y tecnología.
ASML (NASDAQ:ASML)은 프랑스 AI 선도 기업 Mistral AI와 전략적 파트너십을 발표하며 반도체 업계에서 중요한 협력을 시작했습니다. 이 파트너십에 따라 ASML은 Mistral AI의 시리즈 C 투자 라운드를 주도하며 13억 유로(€1.3 billion)의 투자를 통해 완전 희석 기준으로 약 11%의 지분을 확보하게 됩니다.
이번 협력은 ASML의 제품 포트폴리오 전반과 연구·개발·운영에 AI 모델을 통합하는 것을 목표로 하며, 제품 출시 기간 단축과 종합적인 리소그래피 시스템 성능 향상에 중점을 둡니다. 계약의 일환으로 ASML의 CFO인 로저 다센(Roger Dassen)이 Mistral AI의 전략위원회에 합류해 향후 전략 및 기술 결정에 대해 자문을 제공할 예정입니다.
ASML (NASDAQ:ASML) a annoncé un partenariat stratégique avec le leader français de l'IA, Mistral AI, marquant une collaboration importante dans l'industrie des semi‑conducteurs. Le partenariat prévoit qu'ASML mène le tour de financement de série C de Mistral AI avec un investissement de 1,3 milliard d'euros, obtenant environ 11 % de participation sur une base entièrement diluée.
Cette collaboration vise à intégrer des modèles d'IA dans l'ensemble du portefeuille produits d'ASML, ainsi que dans la recherche, le développement et les opérations, afin d'accélérer le time‑to‑market et d'améliorer les performances des systèmes de lithographie dans leur globalité. Dans le cadre de l'accord, le directeur financier d'ASML, Roger Dassen, rejoindra le Comité stratégique de Mistral AI pour apporter son avis sur les futures orientations stratégiques et technologiques.
ASML (NASDAQ:ASML) hat eine strategische Partnerschaft mit dem französischen KI‑Vorreiter Mistral AI angekündigt und damit eine bedeutende Zusammenarbeit in der Halbleiterbranche etabliert. Teil der Partnerschaft ist, dass ASML die Series‑C‑Finanzierungsrunde von Mistral AI mit einer Investition von €1,3 Milliarden anführt und damit auf voll verwässerter Basis etwa 11% Beteiligung sichert.
Ziel der Kooperation ist es, KI‑Modelle in ASMLs Produktportfolio sowie in Forschung, Entwicklung und Betrieb zu integrieren, um die Time‑to‑Market zu verkürzen und die Leistung der ganzheitlichen Lithographiesysteme zu steigern. Im Rahmen der Vereinbarung wird ASML‑CFO Roger Dassen dem Strategischen Ausschuss von Mistral AI beitreten und beratend zu künftigen Strategie‑ und Technologieentscheidungen beitragen.
- Strategic investment of €1.3 billion secures 11% ownership in Mistral AI
- Partnership aims to accelerate innovation in semiconductor technology through AI integration
- ASML gains strategic advisory role through seat on Mistral AI's Strategic Committee
- Collaboration expected to improve product development and time to market for customers
- Significant capital expenditure of €1.3 billion in early-stage AI company
- Integration risks between traditional semiconductor and emerging AI technologies
Insights
ASML's €1.3B investment in Mistral AI creates a strategic AI partnership that could significantly enhance their lithography systems and customer offerings.
ASML's
This partnership goes well beyond a typical vendor relationship. The collaboration aims to integrate Mistral's AI models across ASML's product portfolio, potentially transforming how lithography systems are designed, operated, and optimized. The technical synergies could be substantial—AI can help solve complex computational problems in lithography, from pattern recognition to process optimization and defect analysis.
For ASML customers (primarily leading-edge foundries and memory manufacturers), this could translate to measurable benefits: faster chip development cycles, improved yields, and more efficient use of these extremely expensive lithography systems. ASML's lithography machines, which can cost upwards of
The strategic committee seat secured by ASML CFO Roger Dassen gives the company influence in Mistral's future direction, ensuring the AI firm's development aligns with semiconductor industry needs. This first-of-its-kind partnership between a leading semiconductor equipment manufacturer and an AI company creates a virtuous feedback loop—Mistral gains deep domain expertise in the world's most advanced manufacturing process, while ASML enhances its technological capabilities with cutting-edge AI.
ASML, Mistral AI enter strategic partnership
- Companies agree on long-term collaboration deal to benefit ASML customers
- ASML to lead Mistral AI’s Series C funding round investing
€1.3 billion
VELDHOVEN, the Netherlands, September 9, 2025 – Today, leading semiconductor equipment manufacturer ASML Holding NV (ASML) and France-based AI leader Mistral AI announced a strategic partnership based on a long-term collaboration agreement to explore the use of AI models across ASML’s product portfolio as well as research, development and operations, to benefit ASML customers with faster time to market and higher performance holistic lithography systems.
In addition, ASML is investing 1.3 billion EUR in Mistral AI’s Series C funding round as lead investor, in order to support its development and reinforce the long-term partnership benefits. This results in ASML holding an approximately 11 percent share on a fully diluted basis in Mistral AI.
“The collaboration between Mistral AI and ASML aims to generate clear benefits for ASML customers through innovative products and solutions enabled by AI, and will offer potential for joint research to address future opportunities,” said ASML President and Chief Executive Officer Christophe Fouquet. “We believe that this strategic partnership with Mistral AI, which goes beyond a traditional vendor-client relationship, is the best way to capture this significant opportunity. We also believe that this collaboration is value enhancing to Mistral AI.”
“We are proud to engage in this long-term partnership with ASML, combining our frontier AI expertise with ASML’s unmatched industrial leadership and most sophisticated engineering capabilities. We believe this partnership will strengthen Mistral AI’s proposition, position, and value in the AI market,” said Mistral AI Co-Founder and Chief Executive Officer Arthur Mensch. “Together, we will accelerate technological progress across the global semi-conductor and AI value chain."
ASML believes that working with Mistral AI will allow both companies to innovate faster together. This first-of-its-kind partnership between a semiconductor equipment manufacturer and a leading AI company, will bring their respective and unique competences together – ASML’s leading capabilities in holistic lithography products and services along with Mistral AI’s expertise.
ASML will gain a seat on the Strategic Committee of Mistral AI as part of its investment, offering ASML an advisory role in Mistral AI’s future strategy and technology decisions. ASML Chief Financial Officer Roger Dassen will assume this role, in addition to his existing responsibilities.
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About ASML
ASML is a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips. ASML enables groundbreaking technology to solve some of humanity's toughest challenges, such as in healthcare, energy use and conservation, mobility and agriculture. ASML is a multinational company headquartered in Veldhoven, the Netherlands, with offices across EMEA, the US and Asia. Every day, ASML’s more than 44,000 employees (FTE) challenge the status quo and push technology to new limits. ASML is traded on Euronext Amsterdam and NASDAQ under the symbol ASML. Discover ASML – our products, technology and career opportunities – at www.asml.com.
About Mistral AI
Mistral AI is a pioneer company in generative artificial intelligence, empowering the world with the tools to build and benefit from the most transformative technology of our time. The company democratizes AI through high-performance, optimized, and cutting-edge open-source models, products and solutions as well as end-to-end infrastructure with Mistral Compute. Headquartered in France and independent, Mistral AI defends a decentralized and transparent approach to technology, with a strong global presence in the United States, United Kingdom, and Singapore.
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