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๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—™๐—น๐—ฎ๐˜€๐—ต: ๐€๐’๐Œ๐‹

๐†๐ฅ๐จ๐›๐š๐ฅ ๐ฌ๐ž๐ฆ๐ข๐œ๐จ๐ง๐๐ฎ๐œ๐ญ๐จ๐ซ ๐ฌ๐ก๐จ๐ซ๐ญ๐š๐ ๐ž๐ฌ: ๐ข๐ง๐ฌ๐ญ๐ž๐š๐ ๐จ๐Ÿ ๐ฌ๐ฉ๐ž๐œ๐ฎ๐ฅ๐š๐ญ๐ข๐ง๐  ๐จ๐ง ๐ซ๐ข๐ฌ๐ข๐ง๐  ๐ฌ๐ž๐ฆ๐ข๐œ๐จ๐ง๐๐ฎ๐œ๐ญ๐จ๐ซ ๐ฉ๐ซ๐ข๐œ๐ž๐ฌ, ๐ฐ๐ก๐ฒ ๐ง๐จ๐ญ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ ๐ข๐ง ๐ญ๐ก๐ž ๐ข๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐ฅ๐ž๐š๐๐ž๐ซ ๐Ÿ๐จ๐ซ ๐œ๐ก๐ข๐ฉ ๐ข๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐ž๐ช๐ฎ๐ข๐ฉ๐ฆ๐ž๐ง๐ญ ๐ฌ๐ฎ๐ฉ๐ฉ๐ฅ๐ข๐ž๐ซ๐ฌ $ASML (ASML Holding NV)$ASML.NV (ASML Holding NV) ?


ASML Holding N.V. is a Dutch company and the world's largest supplier of lithography systems for the semiconductor industry. Its exceedingly complex machines play an important role in the production of integrated circuits (microchips). 80% of all chip manufacturers (foundries and IDMs) worldwide are ASML customers and the global market share is 65%.


Thanks in part to strong demand for new production machinery and software upgrades, management ๐ž๐ฑ๐ฉ๐ž๐œ๐ญ๐ฌ ๐€๐’๐Œ๐‹'๐ฌ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ ๐ซ๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐ญ๐จ ๐ ๐ซ๐จ๐ฐ ๐ญ๐จ๐ฐ๐š๐ซ๐ ๐Ÿ‘๐ŸŽ% ๐ฉ๐ž๐ซ๐œ๐ž๐ง๐ญ. Previously, CEO Wennink had assumed low double-digit percentage growth.


Since the turn of the year, the stock has already made decent gains. In fact, its value has more than tripled in the last three years. With a market capitalization of more than โ‚ฌ220 billion, ASML is the second most valuable company in the $VGK , far ahead of the German leader $SAP.DE (SAP SE) , which most recently had a market value of around โ‚ฌ136 billion.


๐ˆ๐ง ๐ญ๐ก๐ž ๐Ÿ๐ข๐ซ๐ฌ๐ญ ๐ช๐ฎ๐š๐ซ๐ญ๐ž๐ซ, ๐€๐’๐Œ๐‹'๐ฌ ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐๐ข๐ ๐ฌ๐ฎ๐ซ๐ฉ๐ซ๐ข๐ฌ๐ข๐ง๐ ๐ฅ๐ฒ ๐ฐ๐ž๐ฅ๐ฅ.๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐ ๐ซ๐ž๐ฐ ๐Ÿ.๐Ÿ”% ๐ญ๐จ ๐ง๐ž๐š๐ซ๐ฅ๐ฒ โ‚ฌ๐Ÿ’.๐Ÿ’ ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐œ๐จ๐ฆ๐ฉ๐š๐ซ๐ž๐ ๐ฐ๐ข๐ญ๐ก ๐ญ๐ก๐ž ๐Ÿ๐จ๐ฎ๐ซ๐ญ๐ก ๐ช๐ฎ๐š๐ซ๐ญ๐ž๐ซ ๐จ๐Ÿ ๐Ÿ๐ŸŽ๐Ÿ๐ŸŽ. ๐†๐ซ๐จ๐ฌ๐ฌ ๐ฆ๐š๐ซ๐ ๐ข๐ง ๐ซ๐จ๐ฌ๐ž ๐Ÿ๐ซ๐จ๐ฆ ๐Ÿ“๐Ÿ% ๐ญ๐จ ๐Ÿ“๐Ÿ‘.๐Ÿ—%. ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ญ๐ฌ ๐ก๐š๐ ๐ž๐ฑ๐ฉ๐ž๐œ๐ญ๐ž๐ ๐๐ž๐œ๐ฅ๐ข๐ง๐ž๐ฌ ๐ข๐ง ๐›๐จ๐ญ๐ก ๐Ÿ๐ข๐ ๐ฎ๐ซ๐ž๐ฌ. ๐๐ž๐ญ ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐Ÿ๐ž๐ฅ๐ฅ ๐›๐ฒ ๐Ÿ.๐Ÿ“% ๐ญ๐จ ๐ฃ๐ฎ๐ฌ๐ญ ๐จ๐ฏ๐ž๐ซ โ‚ฌ๐Ÿ.๐Ÿ‘ ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง. ๐‡๐จ๐ฐ๐ž๐ฏ๐ž๐ซ, ๐จ๐ซ๐๐ž๐ซ ๐ข๐ง๐ญ๐š๐ค๐ž ๐ฃ๐ฎ๐ฆ๐ฉ๐ž๐ ๐›๐ฒ ๐š๐ฅ๐ฆ๐จ๐ฌ๐ญ ๐Ÿ๐Ÿ% ๐ญ๐จ ๐ฆ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง โ‚ฌ๐Ÿ’.๐Ÿ• ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง. ๐…๐จ๐ซ ๐ญ๐ก๐ž ๐ฌ๐ž๐œ๐จ๐ง๐ ๐ช๐ฎ๐š๐ซ๐ญ๐ž๐ซ, ๐€๐’๐Œ๐‹ ๐ฆ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐ž๐ฑ๐ฉ๐ž๐œ๐ญ๐ฌ ๐ฌ๐š๐ฅ๐ž๐ฌ ๐›๐ž๐ญ๐ฐ๐ž๐ž๐ง โ‚ฌ๐Ÿ’ ๐š๐ง๐ โ‚ฌ๐Ÿ’.๐Ÿ ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐š๐ง๐ ๐š ๐ ๐ซ๐จ๐ฌ๐ฌ ๐ฆ๐š๐ซ๐ ๐ข๐ง ๐จ๐Ÿ ๐š๐ซ๐จ๐ฎ๐ง๐ ๐Ÿ’๐Ÿ—%.


We can thank the chip shortage for this reforecast. The rollout of super-fast mobile networks with the 5G standard, the rise of artificial intelligence systems and new high-performance computers are also driving demand for ASML's latest machines. They can be used to produce faster, cheaper and more efficient computer chips.


The global shortage of computer chips is especially hitting automakers such as $TSLA (Tesla Motors, Inc.), $NIO (Nio Inc.), $VOW3.DE (Volkswagen AG) who are having to cut back or even stop production of some types of vehicles. A number of other industries, such as telecommunications companies, are also suffering. Last week, Taiwanese chipmaker $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) therefore increased its investment plans for the current year. For TSMC and $SMSN.L (Samsung Electronics Co Ltd) , ASML is an important supplier. According to TSMC, the global chip shortage could continue into 2022.


๐“๐ก๐ข๐ฌ ๐๐ž๐ฏ๐ž๐ฅ๐จ๐ฉ๐ฆ๐ž๐ง๐ญ ๐ฐ๐ข๐ฅ๐ฅ ๐œ๐จ๐ง๐ญ๐ข๐ง๐ฎ๐ž:๐€๐œ๐œ๐จ๐ซ๐๐ข๐ง๐  ๐ญ๐จ ๐š ๐ฌ๐ญ๐ฎ๐๐ฒ ๐›๐ฒ ๐‘๐จ๐ฅ๐š๐ง๐ ๐๐ž๐ซ๐ ๐ž๐ซ, ๐ฌ๐ž๐ฆ๐ข๐œ๐จ๐ง๐๐ฎ๐œ๐ญ๐จ๐ซ๐ฌ ๐œ๐จ๐ฌ๐ญ $๐Ÿ‘๐ŸŽ๐ŸŽ๐ŸŽ ๐ข๐ง ๐š ๐ฉ๐ซ๐ž๐ฆ๐ข๐ฎ๐ฆ ๐œ๐š๐ซ ๐ฐ๐ข๐ญ๐ก ๐š๐ง ๐ข๐ง๐ญ๐ž๐ซ๐ง๐š๐ฅ ๐œ๐จ๐ฆ๐›๐ฎ๐ฌ๐ญ๐ข๐จ๐ง ๐ž๐ง๐ ๐ข๐ง๐ž ๐ญ๐จ๐๐š๐ฒ. ๐…๐จ๐ซ ๐š ๐ฌ๐ž๐ฆ๐ข-๐š๐ฎ๐ญ๐จ๐ง๐จ๐ฆ๐จ๐ฎ๐ฌ ๐ž๐ฅ๐ž๐œ๐ญ๐ซ๐ข๐œ ๐œ๐š๐ซ, ๐ญ๐ก๐ข๐ฌ ๐ฏ๐š๐ฅ๐ฎ๐ž ๐ฐ๐ข๐ฅ๐ฅ ๐ฆ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง ๐๐จ๐ฎ๐›๐ฅ๐ž ๐ญ๐จ ๐จ๐ฏ๐ž๐ซ $๐Ÿ•๐ŸŽ๐ŸŽ๐ŸŽ ๐ฉ๐ž๐ซ ๐ฏ๐ž๐ก๐ข๐œ๐ฅ๐ž ๐›๐ฒ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“


๐Œ๐ฒ ๐ฏ๐ž๐ซ๐๐ข๐œ๐ญ: ๐๐ฎ๐ฒ


What do you think? Happy to hear your thoughts!


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