ASML Holding (ASML): The Best All-Time High Stock with Legs to Rally Further - Yahoo Finance

ASML Holding N.V. (ASML), a leading global supplier of semiconductor equipment, has garnered significant attention from major investment banks recently. On June 22, 2026, Bank of America raised its pr... Read original →

ASML’s EUV order backlog extending into 2027 not only cements its monopoly in sub-3nm lithography but triggers upstream reallocation of optical and vacuum component capacity, forcing AI chipmakers like Marvell to secure tool delivery slots years in advance. Tightening U.S. export controls compel ASML to build redundant cleanroom capacity in Europe—raising CapEx but insulating its supply chain. Nikon and Canon’s High-NA alternatives lack ecosystem traction and pose minimal threat. Over the next 12–24 months, as AI chips migrate toward 2nm nodes, EUV layer counts will surge from ~15 to over 25, turning ASML into the de facto tollgate of global compute infrastructure. Its pricing power and shipment cadence will directly dictate fab expansion velocity at TSMC, Samsung, and foundries in Taiwan, China.