Today Asml is having their investors day.
They will display their updated projections for the chip sector.
They also announced a massive new buyback program stretching to 2025.
So far it seems like they are revising all their projections upwards. Contrary to most other companies in the Chip sector.
Disclaimer i hold ASML shares on the Amsterdam exchange.
I bought ASML cause i thought they would be less affected by a downturn in chip demand, due to the long lead times on their machines and the deglobilasation effort on chip production.
https://finance.yahoo.com/news/asml-provides-updated-view-demand-162400370.html
Very intrested to hear bullish and bearish stances going forward for ASML or just general thoughts.
Leave a Reply