ASML The overreaction to Deepseek offers an opportunity
Given the very sharp price reaction we come back on the share price movement of today. The real risk comes from lower CapEx investments from Hyperscalers in hardware and increased focus on the software component. Given the importance of the concentrated end demand growth in AI can we understand a market reaction of up to 5%. However, the contribution of AI in the total semi market remains limited. This combined with lower costs and improvements could result in more adoption while there are also some question marks around the reliability of the numbers. The strong decrease offers one of the best entry levels of the past year. While we don't expect good order intake in 4Q24, is it already reflected in the share price.ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.
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