--- title: "ASML ASML Holding" canonical: "https://supercyclehq.com/stock/asml-holding" type: "stock" dataAsOf: "2026-11-06" ticker: "ASML" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # ASML Holding (ASML) ASML Holding is the sole maker of extreme ultraviolet lithography machines, the equipment that prints the finest features on advanced chips. ## AI Exposure Score **70/100, Core.** Sells the EUV lithography machines that TSMC, Samsung, and Intel need to produce leading-edge AI chips, holding a monopoly position. Exposure hinges on AI sustaining advanced-node capacity expansion, though memory and mature-node demand also cycle its orders. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $1,424.75 | | Change 1d | +5.02% | | Change 7d | -9.01% | | Change 30d | -19.39% | | Change 1y | +40.96% | | 52-week high | $1,984.25 | | 52-week low | $960.68 | | Market cap | $549.1B | | P/E | 35.06 | | EPS | $40.64 | | Next earnings | 2027-01-27 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Veldhoven, Netherlands | | CEO | Christophe D. Fouquet | | Employees | 44,681 | | Website | https://www.asml.com | | Buildout layers | [Chip Equipment & Foundries](https://supercyclehq.com/category/chip-equipment) | ## What the company does ASML Holding is the sole maker of extreme ultraviolet lithography machines, the equipment that prints the finest features on advanced chips. It makes money selling these systems to chip manufacturers and servicing them across decades of operation. Its product line runs from EUV lithography systems like the TWINSCAN NXE:3800E to High-NA EUV, the next generation that enables even smaller features. TSMC, Samsung, and Intel all depend on ASML machines to produce leading-edge AI chips. Founded in 1984 and headquartered in Veldhoven, Netherlands, ASML trades on the NASDAQ and employs about 43,938 people. ## Role in the AI buildout ASML sits in the Chip Equipment & Foundries layer of the buildout as its single most concentrated chokepoint. It holds a monopoly on EUV lithography, and TSMC, Samsung, and Intel cannot produce leading-edge AI chips without its machines. Exposure hinges on AI sustaining advanced-node capacity expansion, though memory and mature-node demand also cycle its orders. That position earns it an AI Exposure Score of 70 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Stephen Mandel](https://supercyclehq.com/investors/stephen-mandel) | Lone Pine Capital | $1.1B | 6.92% | trimmed | 2026-06-30 | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $587.7M | 1.21% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $122.7M | 0.50% | trimmed | 2026-06-30 | | [David Tepper](https://supercyclehq.com/investors/david-tepper) | Appaloosa Management | $99.5M | 1.33% | increased | 2026-06-30 | | [Dan Loeb](https://supercyclehq.com/investors/dan-loeb) | Third Point | $59.6M | 1.28% | increased | 2026-06-30 | | [Light Street Capital](https://supercyclehq.com/investors/light-street) | Light Street Capital Management | $21.8M | 2.56% | increased | 2026-06-30 | ## Recent news - [ASML Stock In Focus As EUV Machine Orders Stretch Into 2030](https://finance.yahoo.com/markets/stocks/articles/asml-stock-focus-euv-machine-091813711.html?.tsrc=rss) (source, 2026-11-06) - [ASML Sinks 8% as Post-Election Chip Rout Deepens](https://www.tikr.com/blog/asml-sinks-8-as-post-election-chip-rout-deepens?ref=yahoofinance&tlnk=yf-261105-h6q36m9v&.tsrc=rss) (source, 2026-11-05) - [ASML Stocks Fall 7.36% as Investors Question the Next Spending Cycle](https://finance.yahoo.com/markets/stocks/articles/asml-stocks-fall-7-36-185954738.html?.tsrc=rss) (source, 2026-11-05) - [Could $10,000 Invested in ASML Set You Up for Life?](https://www.fool.com/investing/2026/11/05/could-10000-invested-in-asml-set-you-up-for-life/?.tsrc=rss) (source, 2026-11-05) - [ASML (ASML) Sees $65.7 Million in Net ETF Buying on Tuesday](https://finance.yahoo.com/markets/stocks/articles/asml-asml-sees-65-7-110128359.html?.tsrc=rss) (source, 2026-11-05) ## FAQ ### What does ASML Holding do? ASML makes lithography machines that print circuit patterns on chips, and it is the only maker of extreme ultraviolet systems. Chip manufacturers buy and service its machines to produce advanced semiconductors. ### How is ASML Holding exposed to AI? Strongly. Leading-edge AI chips cannot be made without its EUV machines, so exposure hinges on AI sustaining advanced-node capacity expansion, with memory and mature-node cycles also moving orders. Supercycle scores it 70 out of 100. ### What are ASML's main products? EUV lithography systems including the TWINSCAN NXE:3800E, and High-NA EUV, its next-generation platform for printing even smaller chip features at future nodes. ### Where is ASML headquartered and who leads it? ASML is headquartered in Veldhoven, Netherlands, and led by CEO Christophe Fouquet. The company was founded in 1984, employs about 43,938 people, and its shares trade on the NASDAQ. ### Is ASML a pure play AI stock? No, but it is a critical chokepoint. Its monopoly EUV machines serve all leading-edge chipmaking, with AI now the key demand driver. An AI Exposure Score of 70 out of 100 places it high on the leaderboard. --- Source: https://supercyclehq.com/stock/asml-holding. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.