"ჯეოსთილმა" მედიის წარმომადგენლებს საქართველოში კომპანიის 15-წლიანი საქმიანობის მიღწევები გააცნო
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Taiwan's Yageo Plans to Keep Shibaura's AI Technology in Japan
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In the vast tech ecosystem, one under-the-radar titan powers the future of nearly every major chipmaker: ASML Holding (ASML). Far more than just a semiconductor equipment supplier, ASML is a technological gatekeeper, a geopolitical linchpin, and arguably one of the most overlooked long-term growth stories in public markets. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Despite ongoing concerns around industry cyclicality and China-related headwinds, ASML continues to solidify its dominance in a space where it faces virtually no actual competition. As 2026 draws nearer, investors may want to tune out the noise and focus on what's unfolding beneath the surface—a company poised to enter a fresh multi-year growth phase, fueled by its unmatched 'NA EUV' technology and a rising tide of national semiconductor reshoring efforts. 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Even deep-pocketed rivals like Nikon ($NINOY, $NINOF) and Canon (CAJPY) have exited the EUV race entirely. ASML doesn't just lead the market—it is the market. Concerns about export restrictions, particularly involving China, have surfaced in recent quarters. While it's true that China accounted for 29% of ASML's 2023 revenue, no EUV machines have ever been shipped there. The tighter Dutch export controls—largely encouraged by U.S. pressure—mainly apply to high-end DUV tools. Though valuable, these sales were never the cornerstone of ASML's long-term strategy. Instead, ASML is increasingly aligned with Western and Taiwanese industrial priorities, shifting its geopolitical exposure toward greater long-term stability. What was once viewed as a liability has now become a strategic recalibration—one that positions ASML to thrive at the intersection of technology leadership and national security imperatives. What remains undercounted and underestimated with ASML is how much their business behaves like a high-end service platform. With over 1,500 tools installed globally, ASML's installed base garners a steady stream of recurring revenues from a combination of long-term service contracts, field upgrades, and performance enhancements. In 2024, approximately 23% of total revenue was generated from these activities, and I anticipate that number to rise. This implies that ASML is no more a cyclical, lumpy machinery business, but rather a capital equipment company with platform-like economics. This means big upfront average selling prices with decades of sticky, high-margin service revenue to follow. That flywheel will only be stronger with High-NA systems in the field. Once ASML's tools are deployed in a manufacturing facility, they become mission-critical and highly profitable to service and maintain. 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The average ASML stock price target is $905, implying a ~21% upside over the next 12 months. I'm more bullish and could easily see the stock trading at $1,100 as macro strength creates investor confidence. Easing tensions between China and the U.S. would signal to markets that it is safe to begin allocating capital fearlessly again in both the East and the West. ASML is a stealthy compounder with an unbreakable technology moat. While others sell grand visions, ASML builds the reality behind them. It's indispensable in the chipmaking ecosystem, boasting resilient economics and technology that's far ahead of the pack. By 2026, investors are poised to see substantial returns as high-NA EUV moves from pilot to full production, sovereign chip foundries ramp up in the U.S. and Europe, and service revenues continue to scale rapidly. ASML offers a powerful blend of secular growth and strategic tailwinds—yet the market still prices it at a discount, for now. If you haven't been paying attention, now is the time. This is the company that makes the entire chip world possible. Quiet, relentless, and precise, ASML leads the way behind the scenes. Disclaimer & DisclosureReport an Issue Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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