The Most Important Semiconductor Company You Still Undervalue

ASML beat earnings across the board -- $8.4B in revenue vs. $8.2B expected, $6.45 in EPS up 35% YoY, and gross margin of 54% well ahead of the 52% guide. Bookings came in at $6B, including $2.5B in EUV orders. Backlog sits at $32.6B, effectively locking in a full year of shipments even if new […]

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