ASML
The EUV lithography monopoly — the one machine on Earth that can print sub-7nm chips.
Previous close $1,804.96
52-week high
$1,989.44
52-week low
$666.11
YTD change
+52.16%
The 30-second take
ASML is the most asymmetric monopoly in tech: every advanced-node fab on Earth (TSMC, Samsung, Intel) buys EUV machines exclusively from ASML. Each EUV scanner sells for $200M+, each High-NA EUV for ~$400M. The stock trades on order book and Chinese-export-control headlines. In interviews, know: EUV vs DUV split, China revenue as the regulatory tail risk, and the High-NA EUV ramp as the next-leg-of-growth story. The customer concentration (TSMC alone is ~40%) is the bear case.
Historical reference points
Bankers instinctively contextualise today's level against these moments. Each row shows how far the current level is above / below that reference.
- 2022 troughOct 2022$365.00+385.16%
- 2024 highJul 2024$1,095.00+61.72%
- Post-China-controls drawdownOct 2024$700.00+152.97%
Compare against
Master the whole framework
The live numbers are one leg. Read the lesson for the four things to always know, plus the full interview script.
Discussing Markets — read the lesson →