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…
Keep reading with a 7-day free trial
Subscribe to Qarp Fund to keep reading this post and get 7 days of free access to the full post archives.