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Posted by
Two Blokes Apr 21 -
Filed in
Stock
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ASML Holding N.V.'s recent share price decline presents a compelling entry point due to its technology leadership, strong AI-driven demand, and proactive de-risking from China. Despite lower-than-expected Q1 net bookings, ASML's impressive earnings and revenue growth highlight its resilience and potential for long-term gains. The ongoing U.S.-China trade war is driving global semiconductor supply chain regionalization, benefiting ASML through increased demand for its lithography tools.
