ASML may face certain geopolitical risks as export controls tighten for semiconductor manufacturing equipment. With the Dutch government tightening restrictions, ASML may face deeper Chinese headwinds ...

Price Target: $923 per share with a 2 year IRR of 14%. ASML owns a structural monopoly in the lithography market, with substantial organic growth, pricing power, and ROIC percentage. Whilst data ...

Earnings Call Insights: ASML Holding N.V. (ASML) Q2 2025 Dassen guided Q3 net sales to be between EUR 7.4 billion and EUR 7.9 billion, with installed base management sales around EUR 2 billion. Gross ...

Earnings Call Insights: ASML Holding N.V. (ASML) Q1 2025 CEO Christophe Fouquet highlighted strong first-quarter financial results, with total net sales of €7.7 billion, aligned with guidance, and a ...

This is an excerpt of the original article. It was written for the July-August 2023 edition of Supply Chain Management Review. The full article is available to current subscribers. Most business ...