Investment Review day 14 of 50: ASML Holding $ASML
ASML is recognized as the world’s leading supplier of photolithography equipment, integral for the production of microchips and integrated circuits. ASML’s machines are critical components in semiconductor manufacturing, enabling semiconductor companies like Taiwan Semiconductor $TSM and Samsung to manufacture incredibly powerful chips.
Of all the companies involved in the semiconductor industry, ASML is uniquely positioned to reap significant benefits from the surge in AI technology. Distinct from leading entities in various semiconductor segments, ASML virtually monopolizes the field of advanced EUV photolithography, positioning it to secure a large portion of market growth well into the future.
I bought shares in 2022 and have yielded a solid 64% return (excluding dividends). I particularly like this investment as it’s a “”picks and shovels”” play on semiconductors, without the extreme geopolitical risk of investing directly in Taiwan, an area of the world that may be a future conflct zone.
What do you think about this critical link in the semiconductor tech supply chain?
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I’m putting my holdings under the microscope. Over the next 50 days I’ll break down my whole investment portfolio. Wins, losses, and the ‘why’ behind it all. And on day 50 I’m going to share the full portfolio! Follow me and let’s learn together! #StockAnalysis #50daychallenge #semiconductors #taiwan #picksandshovels
