@theexpme.eth
ASML: The Only Monopoly AI Can’t Live Without!
ASML is the backbone of the AI revolution. As the world’s sole provider of EUV lithography machines, they are the only ones capable of printing the ultra-thin circuits needed for the most advanced chips.
3 Things to Watch in 2026:
1. AI Supercycle: Every major player like Nvidia and TSMC needs ASML to keep up with AI demand. This keeps order books incredibly strong.
2. The China Transition: Export bans will likely drop China revenue to 20%, but high demand from the US and Europe is expected to compensate for the gap.
3. High-NA EUV: These next-gen machines cost over 350 million Euro each. Shipments have officially begun, paving the way for massive long-term margins.
Investor Verdict:
Analysts set the average price target at 1,250 Euro. Any short-term dips due to geopolitical news are prime "Accumulate" opportunities for those betting on the future of AI.
Tags:
#ASML #AI #Semiconductors #TechInvesting #StockMarket #theexpme
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