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Price · 1Y
$1,757.09
Thesis
ASML is the sole supplier of EUV lithography, the tool required to manufacture leading-edge logic and memory. Every advanced AI chip is ultimately downstream of its machines.
Catalysts
- High-NA EUV adoption at leading-edge fabs
- Logic and memory capex cycle for AI nodes
- Installed-base service and upgrade revenue growth
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jul 15Financial resultsSEC
ASML filed 6-K quarterly report with SEC on 2026-07-15.