Why ASML Investors Shouldn't Worry About Competition From China

ASML Holding ( NASDAQ:ASML ) stock tumbled 5.5% last Friday after reports surfaced that top Chinese semiconductor executives are urging national policies to develop “China's ASML.

24/7 Wall Street • Mar 10, 2026

ASML (ASML) Advances While Market Declines: Some Information for Investors

In the most recent trading session, ASML (ASML) closed at $1, indicating a +1.91% shift from the previous trading day.

Zacks Investment Research • Mar 10, 2026

ASML: Energy And Recession Fears Rise, But AI Semiconductor Demand Is Solid For Now

ASML Holding N.V. remains a Buy despite recent geopolitical tensions and minor downward price target revision to $1,596.27, reflecting 18% upside. Middle East conflict has increased logistics and energy costs, but these are minor relative to ASML's cost structure and buffered by a robust backlog. Export controls on China remain a key risk; any easing could benefit ASML, but no major breakthrough is expected from the Trump-Xi meeting.

Seeking Alpha • Mar 10, 2026

ASML And The AI Race: One Technology To Rule Them All

ASML holds a near-total monopoly on EUV lithography, underpinning all advanced chip manufacturing across TSMC, Samsung, and Intel. ASML's technological moat is exceptionally deep, with 30 years of EUV R&D and no credible near-term competitors, even as China invests heavily. Despite a high TTM GAAP PE of 45.87 and PS of 13.48, ASML's 29.42% net income margin and industry resilience justify a buy rating.

Seeking Alpha • Mar 11, 2026

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program.

GlobeNewsWire • Mar 9, 2026

Should You Buy, Sell or Hold ASML Stock at a P/E of 36.67X?

ASML Holding trades at a steep 36.67X P/E after an 89% one-year rally, but EUV dominance, AI-driven chip demand and a EUR 38.8B backlog support outlook.

Zacks Investment Research • Mar 9, 2026

3 European Stocks for Riding Out Market Volatility

War, what is it good for? For European equities, nothing.

MarketBeat • Mar 9, 2026

Prediction: The Artificial Intelligence (AI) Pick-and-Shovel Trade Isn't Over. Here Are 2 Stocks to Buy for 2026

Several big tech companies are increasing their spending on AI hardware dramatically. Taiwan Semiconductor Manufacturing is the leader in chip manufacturing globally and all data centers need semiconductors.

The Motley Fool • Mar 9, 2026

Semiconductor Opportunity Is Here

In markets, 2026 has been the year of the stock picker. And among the successful equities targets this year, semiconductor stocks have been some of the biggest winners.

FXEmpire • Mar 6, 2026

China's top chip bosses urge supportive policies to create 'China's ASML'

Top Chinese semiconductor executives have called for a ​coordinated national effort to develop operational lithography systems during the 2026-2030 period, underlining Beijing's push ‌for greater technological self-reliance.

Reuters • Mar 5, 2026