ASML Holding N.V.

ASML · semiconductors

OPPORTUNITY+44EARLY

Signals 7d

+18%

Market Gap

+9.8% to analyst target $1670.72

Analyst Upside

↓ Export Brief

EARLYThesis forming — early stage, needs conviction

Investment Thesis

ASML's EUV monopoly is irreplaceable for leading-edge nodes. High-NA EUV shipping to Intel, TSMC, Samsung. Chinese DUV restrictions tightened but China revenue remains material. Service revenue growing as installed base expands. Memory recovery and AI capex provide multi-year tailwinds. Reset valuation post correction is attractive.

⚠ China revenue restrictions tightening ⚠ Customer capex digestion ⚠ High-NA adoption pace

Signals scoped to NL · Company-specific tagging coming soon.

Netherlands — Signal Activity — 30d

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Signal Intelligence — 0 signals · 7 days

↓ 5% vs 7d avg

Cached analysis — live signals loading on next cycle

HIGH RELEVANCE

First high-NA EUV system at TSMC operational

Source: DigiTimes

HIGH RELEVANCE

ASML 2027 guidance reiterates 30%+ revenue growth

Source: Reuters

MODERATE RELEVANCE

Memory orders inflection visible in bookings

Source: Bloomberg