Makes the machines that etch circuit patterns onto silicon wafers—essentially the printing press for every advanced chip on Earth.
EUR 32.67B revenue (2025) with 52.83% gross margin and 29.42% net margin. Recurring service and upgrades on installed systems, plus high-margin software and metrology tools sustain the business between major equipment sales.
Near-monopoly in extreme ultraviolet lithography (EUV)—the only viable path to sub-3nm chips. Decades of R&D, optical physics expertise, and customer lock-in via software integration create a moat, but China's push for domestic alternatives and U.S. export res
Strong Buy (sector percentile 90) — value C+, growth B-, profitability A-, momentum B, revisions A+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Ascent Group raised stake 20.1%; Third Point's added list includes ASML, showing institutional inflows
Reports of Chinese state-backed DUV lithography development weigh on ASML shares; China business already declining
Bernstein's $2,623 target implies ~50% upside; company raised 2026 revenue guidance on robust AI demand
WSJ confirms investment went to Source Foundry, a $5B-valued semiconductor equipment startup for AI chip manufacturing
Anderson Hoagland cut 12.1% of its ASML position in Q2, extending recent institutional selling
PT raised to $2100 on capacity demand and durable order book
M1 and M6 both mention ASML's raised revenue guidance and longer lead times, indicating strong demand
Adds Intel mass production and strong demand, reinforcing ASML equipment demand
Multiple independent sources report a one-time bonus to global employees with a specific amount.
Argus, RBC, JPMorgan among others raise PTs; Futurum sets $2580
Q2 2026 total net sales were EUR 9.3 billion, above guidance due to higher-than-expected Installed Base Management sales of EUR 2.8 billion
Multiple outlets preview July 15 Q2 report, eyeing U.S. export curbs and valuation
None yet
None yet
ASML is included in a new Vanguard ETF, highlighting its position among top global tech companies. The discussion focuses on ETF composition and broad market exposure.
Main discussion
New Vanguard ETF on LSE. FTSE All-World Ex-US, 0.12% OCF, accumulating. $VXUS uk Index top five, per Vanguard's US listed equivalent: $TSM 4.66% Samsung 2.50% SK hynix 2.39% $ASML 1.87% $TCEHY 0.84% Cheap, broad, no US concentration. Worth a look. https://t.co/mEFzRhKqu6
Taiwan’s ‘Big 5’ chip packaging and testing firms (OSATs) will spend over NT$460 billion (US$14.4B) this year on capex in a bid to catch up with AI-related demand, media report. Industry giant ASE said its biggest problem now is how to accelerate construction, equipment installat
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
