ASML, the sole supplier of EUV lithography machines critical for advanced chip manufacturing, announced its machines are sold out through 2028 due to high demand. The company reported strong Q3 revenue growth and price increases for key products starting in 2028. Despite concerns about Chinese competitors, ASML's CEO stated Chinese progress is minimal, reinforcing ASML's monopoly. The main risk lies in supply capacity and potential export controls, but analysts see nearly 28% upside with continued strong demand and pricing power.
As of Oct 23, 2026 00:02 WIB, ASML trades at USD 1,576.38, down 5.98% for the day, well below its 52-week high of USD 1,990 but above the 52-week low of USD 966.57. Despite the recent dip, the stock remains a strong buy on Pluang with 87% of orders favoring purchases. Its market cap stands at $646.32 billion, reflecting its dominant position in the EUV lithography market amid ongoing supply constraints and high demand.
Lam Research reported a record fiscal Q1 2027 with revenue and earnings beating estimates, but its stock fell 9% after the CFO warned that supply chain constraints will limit growth in the December quarter. This caution affected the broader semicondu...
ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand...
ASML Holding N.V. issued a strong Q4 revenue forecast of €14.2–€15.2 billion, surpassing expectations and supporting a Strong Buy rating. The company benefits from high margins due to upgrade kit sales amid chip shortages and accelerated a €4.1 billi...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
ASML reported a record quarter but its stock fell 6.8% despite strong demand for its EUV lithography technology. The company’s dividend, often overlooked, grew 17% in 2025 with a payout ratio of about 30%, offering a modest yield around 0.52%. ASML g...
