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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ASML Silicon, IP & Semicap ADR

ASML Holding ADR

EUV lithography chokepoint

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ASML is the sole supplier of EUV lithography systems used for the most advanced logic and memory nodes.

Price $1.7K
1D change -0.49%
Market cap $667.96B
Sector Technology

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Metric ASML
Price $1.7K
1D Change -0.49%
Market Cap $667.96B
Enterprise Value $37.10T
Trailing P/E 60.2
Forward P/E 30.2
PEG Ratio 2.19x
Price / Sales 18.9
EV / Revenue 1,050.3
Revenue Growth 21.3%
Earnings Growth 28.5%
Gross Margin 52.7%
Operating Margin 37.1%
Net Margin 30.1%
ROE 53.9%
Free Cash Flow $8.44B
FCF Margin 23.9%
Debt / Equity 9.09x
Current Ratio 1.33x
Dividend Yield 0.73%
Next Earnings Oct 14, 2026
Quarterly Revenue $9.33B
Revenue QoQ +6.4%
Quarterly Net Income $2.92B
Net Income QoQ +5.8%

ASML thesis lens

EUV lithography chokepoint

Why it could benefit

  • ASML is the sole supplier of EUV lithography systems used for the most advanced logic and memory nodes.
  • AI compute demand raises the need for leading-edge wafer capacity.
  • Memory ramps such as advanced DRAM and HBM also pull on lithography intensity.

Moat / edge

  • Unique EUV technology stack with deep supplier specialization.
  • Entrenched customer relationships with leading-edge foundries and memory makers.
  • Long development cycles make displacement extremely difficult.

What to watch

  • EUV and High NA EUV order trends.
  • China restrictions and shipment timing.
  • Foundry and memory capex cycles.

Key risks

  • Export controls can limit sales into key regions.
  • Semicap cycles can create long drawdowns despite strong long-term positioning.