ASML Holding N.V. - New York Registry Shares (ASML)
730.86
+22.64 (3.20%)
ASML Holdings is a leading supplier of photolithography equipment used in the semiconductor manufacturing industry
The company specializes in the development and production of advanced systems that enable chip makers to create smaller, more powerful integrated circuits. ASML's technology plays a critical role in the production of high-performance microchips, which are essential for a wide range of applications, from consumer electronics to advanced computing and telecommunications. The company is recognized for its commitment to innovation and is a key player in the global semiconductor supply chain, driving advancements that support the ongoing demand for increasingly complex electronic devices.
ASML anticipates its China sales share will decline from 36% to 20% in 2025 as stricter U.S. regulations limit access to its advanced chipmaking tools.
In a move to further tighten the noose on China's burgeoning tech sector, President Donald Trump is reportedly considering stricter measures on the country's semiconductor industry. This move is seen as an extension of efforts initiated under the Joe Biden administration to curb China's technological advancement.
Taiwan Semi's rumored acquisition of Intel could hinder Samsung's chip-making profit. Trump's takeover proposal for Intel's foundry biz adds to uncertainty.
Needham analyst reiterates Buy on TSM with $225 price target. Potential acquisition of Intel Foundry could negatively impact semicap and EDA industries.
With DeepSeek replicating the best-in-class AI models for under $6 million, the economic logic underpinning big tech’s large capital expenditures becomes uncertain. It is no surprise that Nvidia and others have taken a hit to their stock prices.
