ASML Holdings NV (ASML) in BlackRock Capital Allocation Term Trust Q2 2024

Semiconductor Equipment Leader with Strong Market Demand

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Apr 15, 2025
Summary
  • Dominance in lithography equipment for semiconductor manufacturing.
  • Benefiting from strong demand in the semiconductor industry.
  • Risks include geopolitical tensions and supply chain disruptions.
  • Recent performance shows strong order growth and revenue expansion.
  • Future outlook remains positive with continued innovation in EUV technology.

ASML Holdings NV (ASML, Financial) was featured in the BlackRock Capital Allocation Term Trust Q2 2024 commentary as a key equity holding. The company's leadership in semiconductor manufacturing equipment, particularly in EUV technology, positions it well for continued growth amid rising demand in the semiconductor industry.

"ASML's cutting-edge lithography technology and its critical role in semiconductor manufacturing make it a vital part of our portfolio." — BlackRock Capital Allocation Term Trust, Q2 2024 Fund Letter

Read full letter at gurufocus blackrock capital allocation term trust q2 2024 commentary 2024 Q2 page.