ASML Deep Dive: The Monopoly Powering the AI Revolution

ASML continues to dominate the semiconductor equipment industry with its monopoly on EUV lithography technology.

Executive Summary

ASML continues to dominate the semiconductor equipment industry with its monopoly on EUV lithography technology. Despite Q1 2025 bookings coming in below expectations at $4.4 billion, the company maintains strong fundamentals with 54% gross margins and guides for $34-40 billion in 2025 revenue. Trading at a P/E of 29.7x, ASML commands a…