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ASML Holding (ASML) is standing at the heart of conversations in both technology and capital markets. Investors and analysts alike continue to take notice, recognizing the company’s unique ability to shape the digital economy. UBS has gone so far as to call ASML a “quality compounder,” a title that reflects its long-term growth potential stretching through 2027 and beyond.
Driving this confidence is the rising lithography intensity across the industry, fueled by Taiwan Semiconductor's (TSM) advanced A14 logic nodes and the steady march toward High NA extreme ultraviolet (EUV) technology. By 2030, this breakthrough platform is expected to account for 15% to 20% of ASML’s revenue, reinforcing the view that ASML’s relevance will only deepen with time.