ChipsSeeking Alphaabout 9 hours ago
ASML: Three Risks The Market Is Completely Ignoring
1 min read
ASML trades at ~54x trailing P/E and ~45x forward P/E, pricing in flawless execution despite risks from High-NA EUV adoption, China exposure, and Taiwan geopolitics. TSMC delayed high-NA EUV mass production to post-2029. The author maintains a hold rating, awaiting de-rating or clarity on these risks.
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