Added to YB: 2026-09-18
Pitch date: 2026-09-15
ASML [bullish]
ASML Holding N.V.
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 529.5B
Pitch Price
N/A
Price Target
N/A
Dividend
0.54%
EV/EBITDA
37.97
P/E
50.07
EV/Sales
14.83
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML (ASML Netherlands): High-NA is moving towards industrial adoption
ASML (update): ASML is preparing for substantially higher lithography demand through 2028 as High-NA moves toward industrial adoption: Samsung plans DRAM use from 2028 and TSMC advanced-logic adoption from 2030. EUV output is planned to rise from ~65 systems in 2026 to 110 in 2028, while 2026 gross-margin guidance increased to 54-56%. China exposure and uncertainty around AI spending remain the main external risks.
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