ASML as the best investment in semiconductors?

Due to the correction at $ASML (+0,06 %) the question arises as to whether the share is currently cheap or whether the risks outweigh the benefits?

ASML is a de facto monopolist in the field of lithography systems for the semiconductor industry, ASML is strategically well positioned to benefit most from global megatrends such as digitalization and AI.

Despite possible burdens from export regulations to China the company's growth story remains interesting. ASML's technologies are crucial for the production of state-of-the-art microprocessors, which are important in almost all technical applications and are only tending to become more important (important for business models of $NVDA (+2,32 %) , $AMD (-2,45 %) etc).

Chart 1: ASML's performance

With a market share of 85% in the lithography machine segment, ASML shows just how robust a market position can be. However, dependencies on core suppliers and potential effects of international trade restrictions represent risks, however, and these are also addressed in the verlinkten Artikel are also dealt with in the

The long-term outlook is promising, driven by continued investment in new technologies and ever smaller and more sophisticated products. smaller and more sophisticated products. In view of the increasing competition within the customer industry for technological sovereignty and production sites, ASML's market position could be further strengthened.

A deeper insight into ASML's dynamic business model and current market developments is worthwhile, hier as a good summary :)

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