ASML (NASDAQ:ASML) Stock Price Up 5% - Still a Buy? - MarketBeat

ASML (NASDAQ:ASML) stock rose 5% on May 8, 2026, reflecting strong market confidence in its long-term prospects despite ongoing geopolitical risks. The company's dominance in extreme ultraviolet (EUV)... Read original →

ASML’s 5% stock gain reflects structural demand, not sentiment: its EUV monopoly is now amplified by AI chip scaling. Technologically, the push toward High-NA EUV is accelerating as 3D stacking and sub-2nm nodes at TSMC and Samsung lock in ASML’s roadmap. U.S. export curbs on China paradoxically shield ASML’s high-end pricing power by diverting Chinese investment to mature nodes. Competitors like Nikon remain excluded from the EUV ecosystem, while Applied Materials pivots to etch/deposition integration instead of direct confrontation. Over the next 12–24 months, ASML’s installed base will serve as the leading indicator of global AI infrastructure build-out—geopolitics may throttle revenue streams, but not its centrality in the advanced logic supply chain.