ENXTAM:ASMLSemiconductor
How AI-Driven EUV Demand And TSMC’s Capex At ASML Holding (ENXTAM:ASML) Has Changed Its Investment Story
In recent days, ASML Holding has been in focus after strong fourth-quarter results and capital spending plans from key customer TSMC, upbeat analyst commentary on extreme ultraviolet lithography demand, and growing attention to ASML’s monopoly position in advanced chipmaking tools.
Together with fund managers highlighting its role at the heart of the AI chip supply chain and ongoing discussions about potential Chinese competition, these developments underline how central ASML’s technology...