ASML
🚀 ASML is the primary supplier of extreme ultraviolet lithography machines, essential for manufacturing the world’s most advanced chips.
✅ The company holds a quasi-monopoly in the most advanced lithography segment.
📈 Demand for semiconductors is expected to continue growing in key sectors such as data centers, smartphones, and electric vehicles.
🛡️ Despite recent forecast cuts, ASML’s competitive position remains intact.
@rankia:
“Few companies are as critical to the global technology sector as the Dutch company ASML. It is the main provider of extreme ultraviolet lithography (EUV) machines, which enable the manufacturing of the world’s most advanced chips. Without ASML, the miniaturization and increasing power of semiconductors would be unfeasible. In 2024, ASML cut forecasts, negatively impacting its stock price. However, nothing has changed in its dominant position. The demand for semiconductors will continue to grow in key sectors: data centers for AI, smartphones, electric vehicles, and quantum computing. ASML has a quasi-monopoly in the most advanced lithography segment and benefits from the secular trend of increasing complexity in chips. Despite its correction, its competitive position remains intact. For Barron’s, it is like buying the essential toll that all chip manufacturers must pass through, making it very interesting.”
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Read more articles by the world’s top 100 analysts on ASML (ASML) at the following link. ASML stock.
