ASML Holding (AMS:ASML) in Artisan International Fund Q2 2024

Leading the Semiconductor Equipment Market with Cutting-Edge Technology

Apr 15, 2025

Summary

Dominant position in the semiconductor lithography market.
Technological advancements in EUV lithography driving demand.
Risks include geopolitical tensions and supply chain disruptions.
Strong financial performance supported by robust order backlog.
Positive outlook with increasing demand for advanced chips.

ASML Holding (AMS:ASML, Financial) was featured in the Artisan International Fund Q2 2024 commentary as a pivotal investment due to its leadership in the semiconductor equipment industry. The fund's management team, led by Mark L. Yockey, CFA, highlighted ASML's cutting-edge EUV lithography technology as a key driver of its market dominance and future growth.

"ASML's technological leadership in EUV lithography positions it well to capitalize on the growing demand for advanced semiconductor chips. The company's robust order backlog and strong financial performance underscore its strategic importance in the global semiconductor supply chain." — Artisan International Fund, Q2 2024 Fund Letter

Read full letter at gurufocus artisan international fund q2 2024 commentary 2024 Q2 page.

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