ASML Holding NV

ASML Holding NV

ASML Holding is a technology company that produces equipment and software used in chip production.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying ASML's stock, believing it has potential for growth despite current prices.

Above Average

Financial Health

ASML is achieving strong revenue and cash flow, with solid profit margins supporting its financial position.

Below Average

Dividend

ASML's dividend yield of 0.74% is low, indicating limited returns from dividends. If you invested $1000, you would be paid $7.67 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring ASML

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Published: October 16, 2025

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Semiconductor Shift: Beyond ASML's China Decline

Semiconductor Shift: Beyond ASML's China Decline

ASML's warning of a substantial decline in its sales to China, despite strong overall earnings, signals a shift in the global semiconductor landscape. This development could create opportunities for other equipment manufacturers poised to gain market share amid evolving trade dynamics.

Published: October 15, 2025

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AI Infrastructure Stocks: Will Agentforce Drive Growth?

Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.

Published: October 14, 2025

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Tech Supply Chain: Could Trade Wars Create Opportunity?

Tech Supply Chain: Could Trade Wars Create Opportunity?

Recent escalations in the U.S.-China trade war, sparked by tariff threats and restrictions on rare earth materials, have sent shockwaves through the tech sector. This creates a potential investment opportunity in companies that are crucial to building a more resilient, non-Chinese technology supply chain.

Published: October 11, 2025

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SoftBank AI Push: Could $5B Boost Hardware Stocks?

SoftBank AI Push: Could $5B Boost Hardware Stocks?

SoftBank is securing a $5 billion loan using its Arm shares to aggressively fund its AI ventures. This significant capital injection is expected to boost the entire AI ecosystem, creating growth opportunities for companies that provide the essential hardware and infrastructure for artificial intelligence.

Published: October 10, 2025

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AMD OpenAI Deal: What's Next for AI Chip Market?

AMD OpenAI Deal: What's Next for AI Chip Market?

AMD and OpenAI have announced a major partnership, with AMD set to supply a massive number of GPUs for OpenAI's AI models. This deal signals a major shift in the AI chip market, creating opportunities for companies that support the expanding AI infrastructure ecosystem.

Published: October 9, 2025

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AI Chip Stocks (AMD vs Nvidia) Gain on Partnership News

AI Chip Stocks (AMD vs Nvidia) Gain on Partnership News

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Published: October 7, 2025

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AI Hardware Gold Rush: What's Next for Investors?

AI Hardware Gold Rush: What's Next for Investors?

Foxconn's impressive 11% revenue growth, fueled by a 55% surge in AI server sales, highlights a massive investment wave in artificial intelligence. This trend creates a significant opportunity for companies that provide the critical components and infrastructure powering the AI boom.

Published: October 6, 2025

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AI Hardware Stocks | Essential Computing Components

AI Hardware Stocks | Essential Computing Components

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AI Infrastructure Stocks (Nvidia's $100B Project)

AI Infrastructure Stocks (Nvidia's $100B Project)

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Published: September 25, 2025

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AI Data Centers: Could Nvidia's $100B Drive Growth?

AI Data Centers: Could Nvidia's $100B Drive Growth?

Nvidia's landmark $100 billion investment in OpenAI is set to create the world's most powerful AI supercomputing infrastructure. This monumental undertaking will drive massive demand for the underlying physical components, from power and cooling to specialized hardware, creating a ripple effect for companies that build and support large-scale data centers.

Published: September 24, 2025

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AI Chip Alliance (Nvidia & Intel Partnership)

AI Chip Alliance (Nvidia & Intel Partnership)

Nvidia's $5 billion investment in Intel marks a significant partnership between two leading chipmakers to co-develop next-generation AI and PC chips. This collaboration creates an investment opportunity in the broader semiconductor ecosystem, including suppliers and companies that will utilize the advanced technology.

Published: September 22, 2025

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Published: September 21, 2025

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Nvidia Intel Partnership: Beyond the $5B Deal

Nvidia Intel Partnership: Beyond the $5B Deal

Nvidia announced a $5 billion investment in Intel, marking a significant partnership between the two semiconductor rivals to jointly develop AI-focused chips. This collaboration could create opportunities for other companies in the semiconductor supply chain and AI software development.

Published: September 19, 2025

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U.S.-China Tech Détente: Market Opportunities 2025

U.S.-China Tech Détente: Market Opportunities 2025

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Published: September 18, 2025

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Apple Onshoring Investment Theme Overview

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Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.

Published: September 15, 2025

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Data Center Stocks: Power Grid Strain & Energy Costs

Data Center Stocks: Power Grid Strain & Energy Costs

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Published: September 5, 2025

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Published: September 3, 2025

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Published: August 31, 2025

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China's Semiconductor Ascent

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Published: August 29, 2025

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America's Semiconductor Resurgence

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Intel has secured $5.7 billion in government funding under the CHIPS Act, a move aimed at bolstering U.S. semiconductor manufacturing. This investment signals a broader push to onshore critical technology production, creating a favorable environment for companies across the domestic semiconductor supply chain.

Published: August 29, 2025

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Published: August 29, 2025

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The AI Antitrust Battle

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Published: August 26, 2025

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Semiconductor Sanctions: The Digital Tax Trade War

Semiconductor Sanctions: The Digital Tax Trade War

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Published: August 26, 2025

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America's Bet On Domestic Chips

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Published: August 25, 2025

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Published: August 24, 2025

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The U.S. Semiconductor Surge

The U.S. Semiconductor Surge

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Published: August 23, 2025

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Semiconductor Sovereignty: America's Chip Bet

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Published: August 23, 2025

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AI & Semiconductor Stocks: SoftBank Effect 2025

AI & Semiconductor Stocks: SoftBank Effect 2025

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Published: August 21, 2025

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Published: August 21, 2025

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Published: August 20, 2025

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Nvidia's China Chip Pivot

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Published: August 20, 2025

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Published: August 18, 2025

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Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

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Published: August 17, 2025

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Published: August 17, 2025

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Published: August 17, 2025

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Published: August 15, 2025

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Published: August 14, 2025

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Semiconductors Beyond The Sanctions

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America's Chip Advantage: Onshoring The Supply Chain

America's Chip Advantage: Onshoring The Supply Chain

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Published: August 7, 2025

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America's Chip Moat: Navigating Export Controls

America's Chip Moat: Navigating Export Controls

The recent arrest of two individuals for illegally exporting high-end Nvidia AI chips to China highlights the U.S. government's crackdown on technology transfers. This intensified enforcement of export controls could benefit U.S.-based semiconductor companies and those involved in securing the domestic supply chain.

Published: August 6, 2025

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Published: August 6, 2025

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Published: August 5, 2025

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Why You’ll Want to Watch This Stock

📈

EUV Market Leader

ASML’s near‑monopoly in EUV tools supports strong pricing power and a durable technological moat, though demand follows cyclical semiconductor spending.

Capital‑Intensive R&D

Large, sustained R&D and manufacturing investment keeps ASML ahead on complexity, but high capital needs and long lead times add execution risk.

🌍

Global Supply & Risk

Customer concentration and geopolitical/export controls can affect sales and delivery; diversification and long contracts help, but risks remain.

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Trusted & Regulated

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6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

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Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.

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