ASML Holding NV ADR ASML
SEMICONDUCTOR EQUIPMENT & MATERIALS with price history, portfolio records, theme ratings, and research entries from the IntraAlpha data layer.
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
10 trade records · 0 option records · 2025-12-08 → 2026-07-15100% monopoly on extreme ultraviolet (EUV) lithography equipment. No other company on Earth can build EUV machines. Sustained by 30 years of iterative improvements, supplier relationships, and manufacturing processes refined through trial and error.…
Veldhoven, Netherlands HQ is where the world's most advanced lithography systems are developed, assembled, and tested. Purpose-built for EUV manufacturing with specialized cleanrooms and irreplaceable institutional knowledge. 60+ global locations, b…
Growth. High-NA EUV transition locks every advanced foundry into multi-year ASML capex cycles as 100% lithography monopoly sustains $30B+ annual demand through 2030+. Primary assets. 100% EUV/High-NA lithography monopoly, Veldhoven Netherlands HQ an…
Append-only ticker entries from the internal coverage database.
- SW 25 : HW 75
Growth. High-NA EUV transition locks every advanced foundry into multi-year ASML capex cycles as 100% lithography monopoly sustains $30B+ annual demand through 2030+. Primary assets. 100% EUV/High-NA lithography monopoly, Veldhov…
- Strongest
Veldhoven, Netherlands HQ is where the world's most advanced lithography systems are developed, assembled, and tested. Purpose-built for EUV manufacturing with specialized cleanrooms and irreplaceable institutional knowledge. 60+…
- Widest in the Portfolio
100% monopoly on extreme ultraviolet (EUV) lithography equipment. No other company on Earth can build EUV machines. Sustained by 30 years of iterative improvements, supplier relationships, and manufacturing processes refined thro…
100% monopoly on extreme ultraviolet (EUV) lithography equipment. No other company on Earth can build EUV machines. Sustained by 30 years of iterative improvements, supplier relationships, and manufacturing processes refined through trial and error. High-NA EUV represents an even steeper barrier. Customer lock-in is nearly absolute: chipmakers have no alter…
Veldhoven, Netherlands HQ is where the world's most advanced lithography systems are developed, assembled, and tested. Purpose-built for EUV manufacturing with specialized cleanrooms and irreplaceable institutional knowledge. 60+ global locations, but Veldhoven is the crown jewel — virtually irreplaceable.
- manual · sw-hw
Growth. High-NA EUV transition locks every advanced foundry into multi-year ASML capex cycles as 100% lithography monopoly sustains $30B+ annual demand through 2030+. Primary assets. 100% EUV/High-NA lithography monopoly, Veldhov…
- manual · physical-assets
Veldhoven, Netherlands HQ is where the world's most advanced lithography systems are developed, assembled, and tested. Purpose-built for EUV manufacturing with specialized cleanrooms and irreplaceable institutional knowledge. 60+…
- manual · moat
100% monopoly on extreme ultraviolet (EUV) lithography equipment. No other company on Earth can build EUV machines. Sustained by 30 years of iterative improvements, supplier relationships, and manufacturing processes refined thro…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-15 | BUY | Equity | +100% |
| 2026-07-06 | BUY | Equity | +13% |
| 2026-05-27 | BUY | Equity | +67% |
| 2026-05-11 | BUY | Equity | +22% |
| 2026-05-04 | BUY | Equity | +6% |
| 2026-04-16 | BUY | Equity | +20% |
| 2026-04-15 | BUY | Equity | +10% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-02 | BUY | Equity | +0% |
| 2025-12-08 | BUY | Equity | +0% |