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Technology Stocks : ASML Holding NV

ASML 1,017

-1.1%

Nov 7 9:30 AM EST

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From: BeenRetired	10/5/2025 4:54:48 PM
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Tata & ASML talk lasers for "new fab plant in Dholera, India" 25.09.25 21:26 Börse Global The Dutch semiconductor giant ASML is on the verge of a historic breakthrough: India's Tata Electronics is negotiating a multi-billion dollar partnership to build a state-of-the-art chip factory. What initially looks like a regional deal could fundamentally change the global semiconductor landscape. ASML is the only manufacturer of those EUV machines without which modern chips are unthinkable. Tata Electronics as a door opener The talks between Tata Electronics and ASML revolve around the equipment of a new fab plant in Dholera, India. While the production facility will initially start with older DUV lithography machines, ASML is already positioning itself for the next expansion stage. CEO Christophe Fouquet had already hinted at the beginning of September that the company could establish a presence in India as soon as the semiconductor ecosystem there develops. This is a quantum leap for India: The country wants to change from a pure IT service provider to a serious player in chip production. A completely new market with enormous potential is opening up for ASML. Global chip boom as a tailwind The negotiations come at a perfect time. Governments and corporations around the world are investing billions in building regional chip capacities. Today alone, the British government announced a £10 million fund for the domestic semiconductor industry, and Taiwan's TSMC, a major customer of ASML, also confirmed a $16.5 billion investment in a new fab plant in Taichung. These developments play directly into ASML's hands. As a monopolist in EUV technology, the company benefits from every new plant that wants to produce modern chips for AI applications. Quarterly figures in focus The next quarterly figures around October 15 will show how the order backlog has developed. The majority of analysts rate the stock at "moderate buy" – a sign of confidence in ASML's market position. Institutional investors have recently continued to expand their positions, as current reports show. The deal with Tata could be just the beginning: If India realizes its chip ambitions, ASML is facing a new chapter of growth. ASML share: India's chip revolution begins () \| aktiencheck.de PS Government tailwinds blow strong. ASML Governments Village

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