ASML's strong moat in EUV lithography is undeniable, but potential competition and geopolitical risks could challenge its dominance and valuation. Alternatives like NIL, DSA, and Electron Beam ...

The Gross Margin, something I watch very closely, as it's a good indicator of ASML's pricing power, particularly as its business is viewed as monopolistic (at least in its most advanced EUV ...

IT之家 2 月 1 日消息，ASML 总裁兼首席执行官 Christophe Fouquet 在上月末的公司 2024 年第四季度财报电话会议上表示，该企业的首台第二代 0.55 (High) NA EUV 光刻机 TWINSCAN ...

Meanwhile, ASML has introduced a new technology called a high numerical aperture extreme ultraviolet lithography system, or High NA EUV, that it is trying to sell to its largest customers.

ASML’s EUV lithography technology is indispensable to the production of cutting-edge microchips, making it a linchpin of the global semiconductor industry and sustaining Moore’s Law. With plans to ...

Semiconductor specialist ASML reported strong results and had robust bookings. The company maintained its guidance for 2025 and longer-term 2030 forecast. It has a virtual monopoly on EUV machines ...

ASML will deliver the first high-NA-EUV chip production machine for mass production in the coming months. This slightly specifies the previously communicated delivery of 2025. ASML CEO Christophe ...

As such, demand for ASML's extreme ultraviolet (EUV) lithography machines is a leading indicator of demand for AI chips. ASML delivered both strong backward-looking and forward-looking results.

Its strong results and robust bookings corresponded with solid guidance for the next five years according to ASML. ASML has a virtual monopoly on EUV machines that are used to make advanced chips. The ...

EUV machines are costly and often exceed $300 million per unit. In Q3 2024, ASML Holding NV (NASDAQ:ASML) made €5.9 billion in total revenue, with €2.1 billion of that coming from EUV sales.