ASML Holding N.V. (ASML.AS) research: valuation against peers, fundamentals over time, risk and news coverage
ASML.AS
ASML Holding N.V.Sole supplier of EUV lithography systems the entire leading-edge chip industry depends on — about as close to a monopoly as public markets get. The highest-quality compounder on this list; added on AI-capex-driven pullbacks, not sold on them.
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The themes this instrument belongs to, and the rest of what sits inside them — the peer set a screener gives you is statistical, this one is editorial.
Design, foundry and the equipment that makes both possible — three very different businesses the market often prices as one.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- SPECIAL REPORTBULLISHChina's SMIC Lifts Prices as AI Demand Tightens Mature-Node Capacity
SMIC posted robust second-quarter results and is raising prices amid surging AI-linked demand, a signal that pricing power is spreading beyond leading-edge logic into mature-node foundry capacity. Chip peers traded higher in sympathy, while a separate LG–Nvidia robotics and AI-factory partnership underscored the widening industrial reach of the AI capex cycle.
- SPECIAL REPORTBULLISHAI Infrastructure Demand Broadens Beyond Chips as Data Center, Observability Names Guide Higher
A cluster of management commentary from the Technology Leadership Forum 2026 reinforces the view that AI monetization is migrating down the stack — into colocation capacity, observability software and edge delivery. Equinix flagged capacity as the binding constraint on growth, Dynatrace tied observability expansion directly to AI workload complexity, and Fastly said edge cloud adoption is gaining traction. Separately, Monday.com's 20%+ July advance and a prominent wealth manager's 50% upside call on ASML after a 5% monthly drawdown highlight rotation into quality compounders on weakness.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.