Strong technological moat in EUV, and with fabs and governments around the world pouring money into semiconductor infrastructure, ASML will utilize its technological superiority to keep increasing its profit margins. Regardless of whether TSMC, Intel or Samsung wins, ASML would continue to benefit. Trading at 28pe, its a steal! #personalfinance #investments #semiconductor TC:450k
Cramer is that you
I’ll wait for it to go to $450
Marry me
Yeah, wait for it crash
No
Once the Chinese crack how to build EUVs, $ASML would be like falling knife
Building EUV is difficult. On the top of that chemicals and other optimization is a different deal. Not going to happen overnight.
the supply chain to build EUV is so deep and requires so many specialized parts that "cracking" it isn't enough. even when China gets there - do you think the rest of the world will buy their stuff?
They still had most of its sales from China last year and the US govt forced the Dutch to ban EUVs to China. Doesn't seem like the loss in sales is accounted into stock much yet. Besides, China is also bottlenecking rare earth metals necessary for manufacture. If it at all does anything, it is going to pull down volume production and plunge most of semi stocks soon.
Tell me when it’s at 10 PE
Not sure if serious
I can’t buy it from robinhood
Please don't use Robin hood
@disney why not?