ASML's $400 million lithography machine is essential for making advanced AI chips but cannot print the largest chip designs in a single exposure, forcing costly multi-step stitching processes. A fix involving larger photomasks is planned but won't be ready until around 2031-2033, creating a bottleneck as AI chip designs rapidly grow. Despite strong AI demand, production limits, export controls, and geopolitical issues constrain ASML's near-term growth. The stock price reflects these challenges, balancing high demand with operational and market risks.
ASML shares are trading at USD 1,593.00 with a 1-day gain of 1.13% as of Sep 16, 2026 03:11 WIB on Pluang. The stock remains well below its 52-week high of USD 1,990, reflecting ongoing challenges despite strong AI demand. With a market cap of $617.99 billion, ASML continues to be a major player in technology amid production and geopolitical constraints.
ASML and Goldman Sachs reported earnings that beat expectations significantly, yet their stocks declined—ASML fell nearly 4% and Goldman dropped over 11% recently. This unusual reaction is attributed to a market-wide valuation reset, where investors ...
In Q3 2026, the Polen Focus Growth Portfolio achieved a net return of 4.46%, outperforming the index return of 0.92%. Key contributors to this strong performance were holdings in ServiceNow, Shopify, and Microsoft. Conversely, Nvidia, Apple (which wa...
ASML Holding N.V. posted a strong Q3 with 55% year-over-year revenue growth and solid margins at 57.5%, exceeding market expectations. Demand remains robust, especially for EUV and legacy equipment, but capacity constraints and geopolitical risks, pa...
ASML Holding posted a strong Q3 2026 earnings per share of $14.65, beating estimates of $12.17, driven by a 55% year-over-year sales growth and a 57.5% gross margin. Although revenue was slightly below expectations at $13.05 billion, the company bene...
ASML Holding N.V. posted strong Q3 results, showing 55% revenue growth and beating earnings per share estimates by 20%. The company improved its gross margin to 57.5% and operating margin to over 44%, driven by strong demand and pricing power amid AI...
