Aug. 21 at 11:11 PM
$ASML Importance comes from its position in the semiconductor supply chain, not from hype or momentum. The company builds the lithography systems that define how small and efficient chips can be, and its EUV tools are used by every major advanced foundry. ASML’s growth tracks global cap‑ex cycles — when TSMC, Samsung, and Intel expand, ASML’s order book moves. When they slow spending, ASML does too. Neutral view — the company’s value comes from being a critical supplier in a market that depends on long‑term technology investment.
