ASML: Thoughts On Valuing A Monopoly
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ASML dominates the semiconductor lithography market, particularly in EUV technology, which is essential for advanced chip manufacturing. Its market share is expected to grow significantly by 2030, although its pricing power is limited by fab economics.
March 13, 2025 | 9:15 am
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ASML is a leader in semiconductor lithography, especially in EUV technology. Its market share is expected to grow, but pricing power is limited by fab economics. Gross margins are projected to reach 58% by 2030.
ASML's strong position in EUV technology and expected growth in market share indicate a positive outlook. However, its pricing power is constrained by fab economics, which could limit profit potential. The projected increase in gross margins to 58% by 2030 suggests improved profitability.
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