ChipsSeeking Alpha2 days ago
ASML: The Rally May Be Overdone
1 min read
ASML trades at 52x earnings, well above its historical median, despite strong AI-driven demand for its lithography machines. Peers like Broadcom, Nvidia, and TSMC offer faster growth at lower valuations. The author remains neutral on ASML at current prices, citing valuation concerns outweighing positive industry tailwinds.
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