ASML Holding Community

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.

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.

A monopoly that wall street has ignored. Maybe it will see the truth in Sep 2025 and the stock will rise to my fair value of 700 Euros

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.

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.

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.