Semiconductors Dutch Community
Our community narratives are driven by numbers and valuation.
Semiconductors Dutch Investing Ideas
Why Now Is The Time to Buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.Read more
Why ASML Dominates the Chip Market
ASML Holding NV (ASML) isn’t a company; it’s the linchpin in the supply chain that global semiconductors need. Due to the uniqueness of supplying extreme ultraviolet, or EUV, lithography systems, the company enjoys a monopolistic position in its market.Read more
Analysts Mixed on ASM International as Fair Value Rises Amid Adjusted Revenue Guidance
Key Takeaways Leadership in advanced deposition technologies and strong customer relationships enable sustained market share, robust margins, and resilience to industry cycles. Expansion in services, manufacturing capacity, and localized production supports recurring revenue, operational flexibility, and protection against geopolitical risks.Read more
Geopolitical Risks Will Hamper EUV Markets While Backlogs Will Support
Key Takeaways Geopolitical tensions and rising technology nationalism threaten market access, intensify competition, and could undermine ASML's dominant industry position. Heightened R&D costs, overcapacity risks, and evolving chip architectures may pressure margins and weaken demand for ASML's core and service offerings.Read more
Analysts Raise Price Targets for BE Semiconductor Industries Amid Upbeat Growth and Valuation Outlook
Key Takeaways Technology leadership in advanced packaging and hybrid bonding platforms positions BESI for outperformance in high-growth AI, memory, and edge computing markets. Product innovation and operational strength enable BESI to expand margins, gain market share, and benefit from future cyclical upturns in semiconductor demand.Read more
ASML: Future Memory Spending And AI Investment Will Support Shareholder Value
Key Takeaways ASML's innovations in EUV and High-NA platforms enhance productivity, reduce costs, and bolster potential revenue and margin growth. AI demand and strategic global collaborations are poised to boost ASML's lithography equipment sales, stabilizing and potentially increasing future earnings.Read more
AI And Next Generation Nodes Will Expand Deposition Markets
Key Takeaways Rapid adoption of advanced semiconductor nodes and growing complexity in memory architectures are significantly expanding ASM's revenue and margin opportunities beyond market expectations. Continued innovation and diversification across customers and technology platforms are driving recurring, high-margin revenues, supporting long-term growth and resilience amid industry cycles.Read more
Accelerating AI, Hybrid Bonding, And Electrification Will Transform Chip Packaging
Key Takeaways Surging demand for AI packaging and hybrid bonding technologies is positioning BESI to outperform industry expectations and capture significant market share across diversified customers. Platform innovation, automation, and global fab expansions are driving margin expansion, market resilience, and long-term structural growth in advanced semiconductor packaging.Read more
Accelerating Digital Trends Will Boost EUV And High-NA Adoption
Key Takeaways Accelerating AI and tech sector growth, plus emerging applications, will drive sustained, above-expected demand for ASML's advanced lithography tools and service contracts. Expanding global partnerships, tech sovereignty initiatives, and industry consolidation will enhance ASML's pricing power, margins, and long-term earnings visibility.Read more
