ASML

Initial_Host411

The dutch can take the A.I. lead look at ASML

PumpkinOne6486

ASML shrek 👄

PushingSam

I think the only growth prospect for ASML is in margin and numbers unfortunately. The new $300-500 HNA EUV machine is fairly close to the physical limits of the technology. We will probably see some upgrade packages for it to increase output and maybe some improvements in quality, but I don't expect EUV litho to go much further. Keep in mind that this is more on the 10-15 year horizon though. Their only positives in my opinion is the quasi monopoly and healthy margin. Their R&D and capex costs are relatively high, and cranking output numbers seems hard given a lack of skilled personnel. I'd put ASML almost equal to an Airplane manufacturer like Boeing or Airbus. Their products generally don't grossly change, and the lack of skilled personnel and facility is limiting their output.

Illustrious-Neat5123

What about Dutch ASML gonna tariffs those Ultra UV licenses to faf US ?

ZarathustraGlobulus

How do you see the next three years compared to the past three? I see ASML is up 6% in that time. Or is it more of a 10 year time window play?

MagicalMirage_

No. Cash and real estate. There's a reason the European stock market is shit. Even the sticks that do well like ASML are carried by the rest of the world.

Thencewasit

When? Because Biden said it would happen within the end of his term. What year? The US handouts billions and we get what? How many jobs? What production actually increased because of the government largess? So what year will US produce more chips? Why is China and Taiwan able to build factories in less than two years and acquire ASML production machines in less time?

Covered_claw

Yes I know ASML makes the lithography machines. But just because you own an insanely complicated machine, you still need decades upon decades of trade secrets to be able to build chips. US has leverage because we are buy a lot of TSMC.

ShellfishJelloFarts

!p ASML

RexRectumIV

Just putting it out here, because, let's be honest, I think we've all heard of ASML, Safran and Novo before. (Oh, and by the way: Norsk delivers to ASML, and Safran and Norsk are exploring ways of collaborating right now.)

TulioGonzaga

I'm invested in a few Nordic companies. I have a position in Novo Nordisk, Atlas Coco and Sandvik. Also have a bit of MSCI Nordic ETF. Other than that, I'm invested in ASML and Saint Gobain.

JackFourj4

ASML, the kings of chipmachines

Fall3nBTW

Everyone has ASML machines, just having them doesn't mean you can manufacture ultra-low nm chips. TSMC is still the only one that can get high yields using ASML machines.

snapcaster_bolt1992

I prefer to buy when something is cheap vs when something is extremely frothy. Microsoft has been considered a great company to own for years, if you bought it in 2000, it took you 16 years to see a return on investment. Buying a great company at the wrong time is still a bad decision. Palantir is trade at 100× sales, NVDA might be a buy right now but with all the uncertainty around AI because of deepseek it could plummet but with a PEG of .9 it does look interesting, but you have to expect them to continue to grow earnings and revenue at the current clip which for the next 5 years I'd consider unsustainable. AI as a whole looks incredibly frothy personally I'm in on ASML, I'd rather invest in the company that makes the equipment to make the chips rather than any individual chip companybas they currently have basically a monopoly, just my opinion though but what do I know with my 35% cagr over the past 5 years

Straight_Turnip7056

I think the Dutch index AEX is perhaps the most solid and undervalued index right now.  ASML Unilever  Prosus Adyen Shell and.. lesser known, ASM international 

mayorolivia

And what do you think happens to ASML’s stock if Taiwan gets invaded?

smarzzz

TSMC is one CCP invasion away from turning your tendies into dust. ASML prints money no matter who wins. Don’t be blindsided by geopolitical roulette.

No_Boysenberry4825

That’s why I bought ASML.  The house always win.

AssistMother2295

ASML, AIRBUS, SAFRAN, VEOLIA, SANOFI, NESTLÉ, DEUTSCHE TELEKOM, SCOR SE, ALLIANZ and the European Large caps you mentioned 👍

valwi

Novo Nordisk & ASML. Personally I'm also invested in Airbus.

De-Das

Cant miss ASML obviously.

Mindless_Listen7622

Companies like Taiwan's TSMC use Dutch ASML's machines to make their chips. However: The US government invented Extreme Ultraviolet Lithography (EUV) technology, but Dutch engineer Erik Loopstra and Dutch-Russian physicist Vadim Banine made key contributions to its development. Explanation * **Research**In the 1990s, the US Department of Energy (DOE) funded research into EUV lithography at Lawrence Livermore, Sandia, and Berkeley National Laboratories.  * **Licensing**The US government owned the rights to EUV lithography, but licensed it through a Cooperative R&D Agreement (CRADA). The CRADA involved a consortium of private companies and the labs.  * **Commercialization**The Dutch company ASML commercialized EUV lithography. ASML was a subsidiary of Philips, a Dutch electronics company.  * **Contributions**Loopstra and Banine made key inventions in EUV lithography manufacturing.  EUV lithography uses extreme ultraviolet light to print patterns on wafers. This process is used to make smaller, more powerful chips.  From Google.

SpongEWorTHiebOb

Guess who ASML gets components from? INTC, AMAT, LRCX. It’s a global business and supply chain.

korbs23

Youre right, ASML depends on TSM also

Brazilll

Been investing on a monthly basis for about 7 years now. Had quite a few higher risk bets that I decided to cash in recently, and concentrate everything into these 3 stocks which I plan to hold for a long time (and hopefully not worry too much about): - AAPL 50% - GOOGL 30% - ASML 20%

smarzzz

And the work of TSMC van be replaced by GlobalFoundries, Intel, Nikon, … ASML has no competitors in this space..

w3llow

Agree that he needs a miracle just not the one you mention. That would result in a global recession and a 30% drop in ASML shares. Service revenue will be gone and their largest EUV customer will be done. Sanctions against China will stop export to China, largest customer region done.. so better hope for another miracle..

dill_pickles3

ASML has taken a beating but lots of good info out with earnings now about future trajectory.

korbs23

Alright mainly first bought last week 1/28, stupidly doubled down this week when it was dipping. Was it stupid yes, i wish i set it for 850 or 900 for a safer bet. I invested in ASML specifically because they make the AI chip systems that companies like NVIDIA, INTEL, TSM utilize. Furthermore other financial groups have increased their stock ownership of ASML just recently. I’ll see what happens I guess

smarzzz

> theoretical limit Practical limit you mean. Theoretically we can come up with ways to go down to Planck length. But they would be the only supplier capable of delivering machines at that limit, for years and years to come. It’s not that flagship foundries would switch back to 44/193nm procedé because ASML can’t get 9 Angstrom down to 7 Angstrom

shawnington

ASML's issues, are they are pretty quickly closing on in the theoretical limits of process node advancements. So what happens when it's like yeah bro, physics says we cant make better machines anymore.

shawnington

Not sure how you figured, it's all connected, NVDA does well, TSMC, does well ASML does well... none of them can work without the other.

RelicLover78

Just as an FYI Intel has the first, next gen machines from ASML, not even TSMC has those yet. Currently yeah TSMC, is the bottleneck, but by end of this yeah, early 2026, Intel will be a major player in fabs.

smarzzz

Wait this is WSB, not /r/investing. If you buy some ASML for the long run, I’ll buy some TSM for the semi short term

mayorolivia

All the names I mentioned are better investments than ASML. ASML’s problem is they can only produce like 600 or so machines per year and their customer base is very limited due to export restrictions. Names I mentioned are growing sales faster with much higher margins 20+ points.

smarzzz

They are only successful because of the EUV success of ASML. That’s the true monopoly in the semiconductor world in the coming 20 years

mayorolivia

Funny how easy you miss TSM. Much better investment than ASML

smarzzz

Funny how easy you miss ASML in this one

Cruian

>Isn't safer to hold a Nasdaq ETF that includes all? Even better would be even broader than that. No need to skip out on tech companies on the NYSE, or outside the US (ASML, TSMC for example).

w3llow

How would that help ASML?

HuckleberryDecent112

ASML the #5 capitalisation in Europe expected to jump 27% on it earnings.  Yup, OP is regard.

gewur33

BVB is just very cheap currently, Vonovia is expected to go +50% somewhere next 2 years latest (real estate, biggest renter in germany), Kemira is a super dividend stable finland top company, Iberdrola is the most stable Energy provider that is highly Alternative you can imagine and ASML is anyways priceless. and rather cheap again after AI bust

gewur33

ok. Buy Kemira, Vonovia, BVB, Iberdrola, ASML

gewur33

short TSLA short PLTR short ARM long BITCOIN long EUROPOO solid cheap P/E Stonks (Iberdrola, Vonovia, Kemira, ASML, Novo..)

ShortRevolution6368

Yep, MA did well... ASML, IBM and GE also did well.

Milnow

And ASML

spes-non-morietur

I do not want to violate the rules of this subreddit, so posting here instead of a thread response to get the blessings of the mods. After seeing this [Video](https://youtu.be/5RpPTRcz1no?feature=shared) I am concerned that I need to change my investment strategy to potentially include commodities (as a hedge against inflation, stock market downturns, and fundamental changes to government oversight). I am not sure if this is a conspiracy theory (I came across this in a different subreddit), but since this video has posted about 2 months ago, I can see how the author has laid an interesting case that follows the individuals who came to power and explains their actions (which she has no influence over, by people whom she has called out). I don't know how to redistribute my investments to accommodate for this. My current plan is to continue in VOO and maybe redistribute over time to VXUS depending on trends). If AI is going to be a driving factor for the near future, I see ASML/TSMC as good buys as they are ExUS for individual stocks. Energy producing companies may be a good buy (Ex-US solar producers/nuclear) for funds focused on certain sectors. When should Gold (and I typically would avoid it as it's not a great hedge/long term investment) be considered. I would appreciate any viewpoints. I am just trying to position myself for several potential outcomes with a conservative approach to investing.

spes-non-morietur

After seeing this [Video](https://youtu.be/5RpPTRcz1no?feature=shared) I am a little concerned that I need to change my investment strategy to include commodities, to hedge against inflation, stock market downturns, and fundamental changes to government control and society. I am not one to share conspiracies, but I am also aware of correlation and fact checking. I don't know how to redistribute my investments to accommodate for this. If AI is going to be a driving factor for the near future, I see ASML/TSMC as good buys as they are ExUS. Energy producing companies may be a good buy (Ex-US solar producers/nuclear). Also Gold (and I typically would avoid it as it's not a great hedge/long term investment). I would appreciate your viewpoints.

Careful_Breakfast602

Done with u ASML. You are, how do I say, dog shiet.

Thin-Distribution255

TSM is one of ASMLs main customers. Its stock is even performing better than ASML lol

whodowhodo

whats actually going on with ASML being a shit stock

Straight_Turnip7056

2025 is the year of great rotation. Unexpected names like JPM, Visa, Costco, Netflix, MU, ASML might just rule the performance charts.

type_error

ARM, NVDA, AVGO, MRVL, TSMC are the cool kids AMD, GFS, ASML, QCOM, AMAT are the freaks and geeks it seems

elgrandorado

I can see how Sony is a great opportunity (and a great business) to buy into, but it looks like you're buying highly cyclical companies of decent business quality with low growth prospects aside. I wouldn't say any of these other businesses are great. Most of these outside of Sony and Nucor have under-performed the index over the past 10 years. They're fair mature businesses, but I find it extremely difficult to consider them great businesses when they simply don't have the growth prospects, pricing power, or optionality of companies like ASML, Ferrari, Nintendo, MercadoLibre, or Hermes... just to list 5 ex-US firms that are on my watchlist, 2 of which I hold in my portfolio. Those are superior firms with wide moats that will continue to grow far into the foreseeable future. You get a discount for owning a stock outside of the S&P 500 or the QQQ sure, but is it really a great company? Will it outperform the benchmark over the coming 10 years?

d33p7r0ubl3

Yeah the equipment suppliers like ASML LRCX etc

Wirecard_trading

Fine for ASML imho

Straight_Turnip7056

That is **THE** starting point for the semi-n-chips (and overall markets) run-up since 2023. AI workloads means demand for cloud computing and data centers. That fueled Nvidia, AMD and chip makers like TSM.. all the way down to ASML, LRCX and AMAT, and finally down to energy sector. Basically, 70% of S&P hinges on the storyline that companies will use AI / crypto, and consume computing resources like mad.

AGailJones

Pricy machines ASML reported revenues of $9.88 billion in the last reported quarter, representing a year-over-year change of +26.8%. EPS of $7.30 for the same period compares with $5.60 a year ago.

GutiGood

But in that case then I gotta say ASML as it is the only company in the world that produces the machines that makes chips

eddie991ao

ASML just tricvked me

SmoothInstruction

PLTR on the heels of Chevron, Toyota, ASML, Coca Cola

asdf072

ASML builds 5-6 machines per year. Plus, it's only an AI stock in the most peripheral way.

AgitatedStranger9698

ASML has a monopoly. If cap ex is being spent they will be up. If it isn't they will be flat.

eddie991ao

ASML! Up $3 in 3 minutes.

Retropixl

Yes but do you understand how much revenue they make off of maintaining the machines as well? No matter what if a chip fab is being built ASML going to have their machines there no matter what. If there’s a list of companies you should bet against ASML should be near the bottom in any long term scenario

eddie991ao

NVDA the amount of buying. ASML fundamentals.

eddie991ao

NVDA looks straight shot over $140. ASML gooftroopin to $800.

eddie991ao

ASML hurry up and get to $800.

Straight_Turnip7056

are you Kamala? Just get Google and chill. ASML is like betting on farm equipment, because demand is insane for cakes! Hyperscalers ⏩ NVDA ⏩ TSM ⏩ ASML ⏩ AMAT Cakes ⏩ Wheat ⏩ Famers ⏩ Farm equipment ⏩ Steel

himynameis_

Started wondering if it's too late to buy into Meta or if it's a good option at all. Excess cash I'm getting I plan to invest into ASML because of its strong monopoly position in the industry. And it will be a major beneficiary in AI and capex spend that will happen globally (not just the hyperscalers, in my view). Currently my 3 that I'm putting money to is GOOGL, AMZN, and ASML. Because based on the price, I think these have a better "margin of safety" I guess. But Meta seems more expensive hence staying away. But Meta is growing revenue fast. Faster than the others. And Metas social media is not going away. In fact, it may accelerate. Thoughts on my word salad?

No_Confidence_9106

Just got in from Dutch news site: [ASML is being spied by Russian spies](https://www.nu.nl/binnenland/6344977/rus-verdacht-van-spionage-bij-asml-had-contact-met-russische-geheime-dienst.html) lol Article is in dutch maybe Chrome can auto-translate it for you.

No_Confidence_9106

Where? i can't see it flying. Maybe it lost it wings? (got some ASML so i hope it will fly)

korbs23

ASML is flying high 

ai-moderator

#**TLDR** --- **Ticker:** INTC **Direction:** Up **Prognosis:** Buy INTC stock. Calls are risky. **Additional Info:** Intel's new CEO could be Dr. Thomas Caulfield, potentially signaling a merger with GlobalFoundries. Intel's new process nodes are looking very promising, and significant tariffs might be coming that heavily favor domestic chip manufacturers. OP is currently down big on calls, so learn from their mistake! **Funny Note:** The previous Intel CEO gambled away a bunch of money on ASML machines...God told him to.

MCAutismyessa

Look into ASML

eddie991ao

The best values I can see right now WMT APLD ASML TSLA..

Candid_Pepper1919

So buying ASML (0) is the way to go, since 1 makes GPU's thanks to 0

maikaubay

Without ASML's EUV, it's physically impossible to compete with NVDA's GPU.

Consistent_Panda5891

I am currently up 95% since January because options and being greedy(and realistic). And that because I holded with Deepseek crash options I sold after loosing 80% value. Otherwise would be +200. Here is what I am doing: Calls when markets drops and starts to recover(+1% index). Never put more than 1/3 portfolio in options. I made +200% with ASML calls. I saw opportunity after seeing Nvidia recovery and asml was barely up with no reason. Now holding NDQ calls since today let's see if get to +200% overall.

wapendeza

Biggest regret is that I started too late. Second biggest regret is buying ASML at €1030 a piece. After a 30% drop I sold it all and bought Palantir at $53. Sometimes an impulse buy pays off more then something you researched for weeks.

korbs23

If theres a God let ASML be green 

BoppityBop2

Depends, there are rumours of an EUV to be announced end of this year. But I will hold off on making any decisions until later this year. They seem to have hired some of the best in the field already to do this work. Hell many of China's gains are from geniuses who used to work in TSMC. If I remember one guy left TSMC, joined Samsung, helped them close the gap, some political issue within company and he joined SMIC and is doing the same. EUV though is a different tech, but they have got some people from the ASML on their team already.

Disastrous-Rent7438

100%. ASML might just have the GOAT MOAT, they’ve been building it for 30 years and have exclusive partnerships with Zeiss who literally spent their own 50 years building a moat with mirrors.

iseeyou_444

I don't know, Chinese are pretty good at math and have millions of engineering grads to tap into on an annual basis. I'd have to imagine the software side would not be the bottleneck after a few years. It's more the capital equipment game for lithography and other fabbing processes that relies on engineering and materials science art perfected over the last half century by companies like Zeiss, ASML etc. That's hard to catch up on no matter how smart you are because it requires countless iterations of trial and error in the physical realm, and this takes time.

Visionioso

Old stuff only, they smuggled some recent-ish stuff until 2022 though. It will take a few more years until the effects of being cut off from ASML, EDAs, KLA and others becomes apparent.

OutlandishnessBig548

Is SMIC currently able to orders suff from ASML or not?

idk_____lol_

PLTR, sold after 100, will re purchase after a slight correction (if not happy with profits) Google, this always beats everything, and after the 8 percent drop in aftermarket I brought a bunch Apple, after that huge dip from the 2/3 month chart I brought some shares, big companies like this always bounce back when they announce something unexpected, a company like apple wont just burn Microsoft, although it continually dipped over the past few weeks, I’m now tracking this for similar reasons Uber, brought when that tanked regarding waymo news and it’s bounced back and still growing, locked in some profits yesterday for the Google dip Sofi, had a dip past few days, so averaged down a bit Sound hound (ideally if the entry point is below 14 EasyJet, always has dips on news and recovers well, I did this previously and it dipped way more since then so I brought some, will sell at recovery Nvidia, I’m still in, down 15 odd percent but it doesn’t phase me, they will bounce back but I’m not considering averaging down Tesla, Elon always manages to be the centre of the news and no matter what others think, he disrupts markets and this drives stock sentiment ASML, big dip for ATH, but don’t have a solid reason for putting in this, but I’m hopeful given the industry Broadcom, small holding MSTr, followed the hype on this one, either going to leave it or sell at breakeven

dush1102

ASML

Savings-Strain8481

Why bearish on ASML?