ASML Holding (AMS:ASML) in Mawer Canada's 2nd-Quarter Commentary 2024 Q2

Driving Innovation with EUV Lithography Machines

Apr 15, 2025

Summary

Investment rationale: Leader in EUV lithography technology.
Market positioning: Essential supplier to the semiconductor industry.
Risks and challenges: High dependency on a few key customers.
Recent performance: Strong demand for EUV machines.
Future outlook: Positioned to benefit from increasing semiconductor complexity.

ASML Holding (AMS:ASML, Financial) was highlighted in Mawer Canada's 2nd-Quarter Commentary 2024 Q2 for its pivotal role in the semiconductor industry. The company's EUV lithography machines are critical for producing advanced semiconductor nodes, making it a key player in the industry's evolution.

"Our semiconductor holdings continued to enjoy tailwinds including manufacturer TSMC, single wafer atomic layer deposition technology company ASM International, and EUV lithography machine manufacturer ASML. These companies have robust competitive advantages largely tied to technological know-how, reputation, high barriers to entry, and significant market shares." — Mawer Investment Management Ltd., Mawer Canada's 2nd-Quarter Commentary 2024 Q2

Read full letter at gurufocus Mawer Canada's 2nd-Quarter Commentary 2024 Q2 page.

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