Semiconductor Boom💥 or Bubble🫧: Can ASML Sustain Its Growth📈 in 2025?
@yourcelesttyy：
With the global semiconductor industry showing signs of recovery, ASML( $ASML Holding NV(ASML)$ ), the leading supplier of advanced lithography equipment, is under the spotlight. The demand for EUV (extreme ultraviolet) machines continues to grow as advanced chip production ramps up. But with its stock surging over 45% this year, many investors are wondering: Can ASML maintain its growth trajectory, or is it overvalued? Key Highlights Revenue Growth: ASML reported a Q4 revenue forecast of €7 billion, driven by strong EUV demand. Geopolitical Risks: The U.S. chip export ban and tensions with China may weigh on future orders. Valuation Concerns: ASML trades at 35x forward P/E, significantly higher than industry peers. Market Insights The semiconduct
