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ASML Holding N.V. (ASML)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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789.38-14.62 (-1.82%)
At close: 04:00PM EST
786.14 -3.24 (-0.41%)
Pre-Market: 09:17AM EST
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  • D
    Dennis
    Short term: What impact will Powel's words have on this stock?

    Long term: ASML is solid - the EU are pomping millions into tech that is based in the EU to compete with China
  • S
    Shackattk
    How difficult would it be for the Chinese to reverse engineer one of ASML’s EUV machines?
  • g
    genehunter
    A bit more information on the current dip. It's related with a US ban on selling ASML machines to China and related chip production facilities. But that ban isn't new and was already there under the Trump administration. A couple of days ago, ASML was forbidden to sell to South Korean chip manufacturer SK Hynix because of liaisons to China. Here's the link: https://netherlandsnewslive.com/chip-manufacturer-sk-hynix-banned-from-using-asml-machines-in-china/287742/

    It's an overreaction for sure, ASML bought back 300k shares last week and the outlook stays strong for 2022. Intel, Qualcomm, Nvidia, TI, Broadcom, Rayton, Kyocera, ... are all on the customer list: https://csimarket.com/stocks/markets_glance.php?code=ASML

    Buy on this dip!
    Photo: ANP South Korean chip manufacturer SK Hynix is not allowed to use ASML’s new chip machines in China. SK Hynix’s plans to renovate its large chip factory in China and to make the production of memory chips more efficient with the new equipmen
    Photo: ANP South Korean chip manufacturer SK Hynix is ​​not allowed to use ASML’s new chip machines in China. SK Hynix’s plans to renovate its large chip factory in China and to make the production of memory chips more efficient with the new equipmen
    netherlandsnewslive.com
  • T
    TL
    ASML can only produce 50 of their machines per year @ $150M/machine, that's $7.5B. With chip fab plants being built in the US and in other places around the world besides China, they will sell out their entire schedule. I'm in it for the long haul.
  • B
    Bobby
    Way oversold now. There is no other option in the market for the EUV lithography technology for making the advanced semiconductors that much of the worldwide capex spending (by TSMC, INTC, Samsung, and others) will be used for. One of the most dominant monopoly's there is in one of the hottest industries.
  • W
    Wishy wish
    Buy and forget the monopoly
  • s
    stuart
    when a new pandemic hits, only the strongest stocks with moats survive and keep making money like asml
  • R
    Roemer
    Is the drop today an echo of the drop in the US from yesterday? -5% because omikron arrived in the US? I don't understand.
  • K
    Kevin
    This is a minor dip. I've never been more confident in a company in this current economic climate. What ASML have up their sleeve for 2022 is going send the stock price way beyond what we see now.
  • s
    stuart
    SCOTTISH MORTAGE INVESTMENT TRUST ARE SMART MANAGERS. they see what the future is, regarding trends and pick winners.They picked telsa in 2013 and still own it, they were Teslas biggest shareholder and even told Elon Musk to calm down with his twitter "jokes" and get down to running the company instead.
  • N
    Nike
    I would say that the ban of selling to China was already priced in before the drop. Even though, every chip not made in China will be made elsewhere, the demand still exists.
  • K
    Kenny
    Semiconductor investments:

    -TSMC $100B within 3 years
    -Samsung $150B by 2030
    -Micron $150B within 10yrs
    -Intel $20B 2 new AZ fabs
    -SK Hynix $106B by 2025
    -Global Foundry. $1.4B (‘22?)
    -UMC $3.5B fab expansion
    -UMCi new fab announced
    - Winbond, Powerchip new gigafabs construction in progress
    - SMIC, YMTC, CXMT, HuaHong all had announced at least 1x gigafab (100K wafers per month) each under construction
    -US Chips Bill and Europe Chips ACTS
  • o
    osunmo
    ASML is sold out for 2022. Where can you find a better semi stock?
  • J
    J
    May or may not be a short term winner. But definitely LT winner chicken dinner
  • D
    Dickyboy
    Does anyone see this above $900 by EOY? These dips are frustrating. I figured they would up further by now.
  • K
    Kenny
    ASML is now happy to be able to buy its own shares cheaper.
  • s
    stuart
    market cap can stay the same, but share price can rise via sharebuybacks!!!
  • s
    stuart
    why is asml important to the world--
    Lithography systems use ultraviolet light to create billions of structures on thin slices of silicon. Together, these structures make up a chip. EUV lithography involves harnessing light of a much shorter wavelength (13.5 nanometers, rather than 193 nanometers from traditional lithography). While this may sound like scientific jargon, Anderson said it is of “unparalleled importance” for the global economy.

    “Moore’s Law [that the number of transistors per silicon chip doubles every year] has carried the world in productivity and growth terms in the last 30 years,” he explained.

    “But it’s becoming more powerful. One of the most significant meetings that we’ve had was one of our sessions with ASML, which is critical to the survival of Moore’s Law.
  • W
    Wootmaster
    Why is ASML down 5% ?