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Ideas
1 Ideas
Analysis
ASML — unmatched competitive moat, secular growth, global dependence.
ASML has a near-monopoly on EUV lithography machines, critical for advanced chip production. This gives them immense pricing power and a durable competitive advantage. The company benefits from massive, long-term demand from various sectors like AI, cloud computing, and autonomous driving. Their backlog is substantial, ensuring stable revenue. With gross margins often exceeding 50% and strong government support, ASML is a strategically important asset. The investment thesis is based on a 10-year outlook with significant growth potential, although risks related to technological disruption and high valuation exist.