What smart money is saying about ASML Holding N.V.
6 funds in our archive have pitched ASML Holding N.V. — most recently Bristlemoon Global Fund in September 2025.
ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems consisting of lithography, metrology, and inspection related systems for memory and logic chipmakers. The company provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography solutions to manufacture various range of semiconductor nodes and technologies. It also offers metrology and inspection systems, including YieldStar optical metrology solutions to measure the quality of patterns on the wafers; and HMI e-beam solutions to locate and analyze individual chip defects. In addition, the company provides computational lithography and software solutions to create applications that enhance the setup of the lithography system; and mature products and services that refurbish used lithography equipment and offers associated services. It operates in Japan, South Korea, Singapore, Taiwan, China, the Netherlands, Europe, the United States, and rest of Asia. The company was formerly known as ASM Lithography Holding N.V. and changed its name to ASML Holding N.V. in 2001. ASML Holding N.V. was founded in 1984 and is headquartered in Veldhoven, the Netherlands.
Fund coverage · 6 theses
- Bristlemoon Global FundSeptember 2025
ASML is a Dutch company that dominates the lithography machine market, particularly with its exclusive EUV technology essential for advanced semiconductor production, making it a compelling investment despite short-term bearish concerns.
Read the full thesis - Harris Oakmark International Equity StrategyJune 2025
ASML is the world’s largest semiconductor equipment manufacturer and a leading producer of lithography machines, with a strong market position in EUV lithography, making it well-positioned to benefit from increased demand for high-quality chips in data centers, PCs, and AI applications, despite recent stock price declines due to customer budget cuts and geopolitical concerns.
Read the full thesis - Artisan Value Equity StrategyJune 2025
ASML is a near-monopolistic Dutch manufacturer of advanced semiconductor equipment, essential for producing cutting-edge chips in a growing market, with a strong financial position and a significant backlog of orders.
Read the full thesis - Appalaches CapitalMarch 2025
ASML Holding N.V. is a leading provider of EUV lithography tools with significant pricing power and strong growth prospects, while Lam Research Corporation offers critical etch and deposition tools with potential for recovery in the semiconductor industry.
Read the full thesis - Mar Vista Global QualityDecember 2024
ASML Holdings is poised for long-term growth due to its unmatched leadership in semiconductor lithography equipment and critical role in advanced chip production, despite recent stock pressure from a softer 2025 outlook.
Read the full thesis - Generation IMDecember 2024
ASML is a critical player in the semiconductor industry with a near-monopolistic position in lithography equipment
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