Issue 2026-10-19 · Industry · 芯片 · 市场

ASML says AI chip demand stretches into 2030

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.

The Motley Fool13 d ago
Read original ↗