Price Target: $923 per share with a 2 year IRR of 14%. ASML owns a structural monopoly in the lithography market, with substantial organic growth, pricing power, and ROIC percentage. Whilst data ...

ASML holds a strategic monopoly on advanced lithography machines crucial for manufacturing cutting-edge AI chips, guaranteeing substantial long-term growth in revenue, backlog, and margins.

ASML's entrenched position and high production costs have prevented any other smaller lithography system makers from cracking the EUV market. In other words, it's monopolized a crucial technology ...

ASML is the sole manufacturer of extreme ultraviolet (EUV) lithography equipment, essential for making leading-edge chips. In December, Rapidus became the first Japanese chipmaker to receive ...

Against a long-term backdrop, it’s difficult not to be bullish on lithography specialist ASML Holding (NASDAQ:ASML). As CNBC mentioned a few years back, ASML represents the only company in the ...

With key customers reducing their capital expenditures (capex), bookings for ASML’s high-value lithography systems have slowed. As a result, ASML’s near-term revenue growth is facing pressure ...