ASML Holding NV Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ASML Holding NV

ASML 1,069

-1.8%

12:51 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: BeenRetired	12/15/2025 9:29:31 AM
	of 42697

Nikon had ZERO ArFi laser sales through 3Q25. Like EUV, 100% ASML ArFi share. Copilot: Nikon is the only other competitor, but its sales are tiny (11 ArF systems in FY24, and zero in the first three quarters of FY25). 3. Canon is not relevant for ArFi---quit years ago--- ASML's Moat Makes It A Must-Have AI Play - Even If The Entry Point Isn't Perfect Just another compelling one third the story article.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next