SK Hynix is mentioned as a customer of ASML that has made major announcements regarding manufacturing expansions.
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ASML is Revising Expectations Higher as Sales Accelerate. Time to Buy?
Aug 27, 2026
ASML is experiencing accelerating sales and has revised its 2026 revenue expectations higher to $11.5 billion, with gross margins at 56%. The company's strong performance is driven by increased demand from semiconductor manufacturers for AI-related products. Despite its quality and competitive advantage, ASML is trading at a forward P/E of 29, which the creator believes is an undervaluation.
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Intel is mentioned as a customer of ASML that recently issued stock to fund capacity expansion to meet soaring demand.
Taiwan Semiconductor Manufacturing Company is mentioned as a customer of ASML that is increasing its capital expenditures for 2026 and beyond.
ASML is trading at a forward P/E of 29, which the creator believes is an undervaluation for a business of its quality, growth, margins, and competitive advantage.
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ASMLbuy opened Aug 27, 2026
-5.20%