Issue 2026-10-19 · Industry · 芯片 · 市场
ASML says AI chip demand stretches into 2030

ASML's latest earnings show customers placing orders years in advance amid strong AI chip demand. Revenue grew over 55% last quarter and market cap exceeds $630 billion, but its P/E of 40 and forward P/E of 29 exceed the S&P 500 average, raising valuation questions.
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