Emerald Wealth Partners noted that ASML rose 51.0% in the Q2, contributing 156 basis points to the strategy, benefiting from the optimistic sentiment in the semiconductor industry. The company believes that ASML's ability to enable chip manufacturers to pack more transistors onto smaller silicon wafers with each new generation of machines, and the steady improvement in efficiency (including higher performance per watt, easier thermal management, and lower unit computing costs), are the cornerstones driving the further development of AI and other applications that require efficient chips.