Company
ASML
- Episodes
- 16
- Share
- 1.7%
- Shows
- 15
- Net sentiment
- +0.45
Up from 0.9% of episodes in the weeks before; net sentiment was +0.69.
Bullish 7Mixed 2Neutral 5Bearish 2
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on ASML. Longest episodes first.
Bullish 7
- Sole supplier of EUV tools with output capped near 100 a year, a key bottleneck.What will computer chips look like in 2045? · Dwarkesh Podcast · Oct 22
- Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind · In Good Company with Nicolai Tangen · Oct 21
- Sole supplier of EUV lithography machines, essential to advanced chip production.ASML – The Machine Behind the Machines · Up Against Reality · Oct 20
- Host sees its employee-satisfaction pay link as a sensible, forward-looking move.Musk Gives SpaceX Shares to 73M Kids, Anthropic $100B Promise & ASML Ties CEO Pay to Employee Morale · Future Ready Leadership With Jacob Morgan · Oct 23
- Building a hybrid bonding tool could open a new market and allow value-based pricing as throughput rises.Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang · SemiAnalysis Weekly · Oct 23
- Holds a global monopoly on photolithography machines, with orders already reaching 2029 and 2030.AI’s Growing Pains · This Week in AI · Oct 23
Bearish 2
- Its immersion DUV sales to China could be cut off by a proposed countrywide ban.How China Got 340 DUVi Lithography Machines and Why We Should Stop Selling Them with Saif Khan and Nick Brown · The AI Power Podcast · Oct 19
- A German supplier of precision coatings faces cutoff from Chinese rare earths, risking ASML production.EU-China trade talks: Can Europe bargain with Beijing? · Geopolitics and Business · Oct 19
Mixed 2
- Dominant DUV supplier; MATCH Act could cut Chinese sales but also limits revenue from servicing and exports.The MATCH Act and China’s DUV Imports · ChinaTalk · Oct 20
- Equipment supplier whose export and supply status is a big question for TSMC operations.Taiwan: Will China Make Its Move? | China Considered | Hoover Institution · China Considered · Oct 22
Neutral 5
- Earnings beat and raised guidance, but the market gave limited upside given its monopoly position.Meta and Google Rejoin the Frontier, Microsoft's Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 19
- Expanding into hybrid bonding tools, which hosts think will take time to mature.WFE to the Moon (Still), Semicon West and OCP Insights · The Circuit · Oct 19
- Its machines used in TSMC factories are described as the most important chipmaking tools.Will Canada sacrifice democratic Taiwan to China’s communists? · Full Comment · Oct 19
- Mentioned as an equipment maker whose components rely on permanent magnets.The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) · Chip Stock Investor Podcast · Oct 23
- Mentioned as the dominant competitor in chip equipment.Did IBM Just Tell the Truth About AI? · Motley Fool Hidden Gems Investing · Oct 22
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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