Added to YB: 2025-05-06
Pitch date: 2025-05-03
ASML [neutral]
ASML Holding N.V.
+11.32%
current return
Author Info
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Company Info
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
Market Cap
EUR 262.0B
Pitch Price
EUR 5.30
Price Target
N/A
Dividend
0.96%
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML: The Semiconductor King Powering the AI Revolution
ASML (overview): EUV lithography monopoly drives semiconductor industry, with 90% DUV market share. €44-60B 2030 revenue target (7.6-13.3% CAGR), 56-60% GM. €36B backlog provides visibility. Risks: China restrictions (29% of sales), customer concentration (TSMC/Samsung/Intel=70%), High-NA execution. Currently priced for base case with 10% IRR.
Read full article (18 min)