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ASML valuation crosses major milestone on AI optimism
ASML crossed a $500 billion valuation as investor confidence rose on strong AI-driven chip demand and positive signals from major customer TSMC.
ASML shares surged after upbeat signals from TSMC strengthened confidence in sustained demand for advanced semiconductors. The rally pushed ASML’s valuation beyond $500 billion, underlining strong investor belief in AI-driven capital expenditure cycles. Demand for extreme ultraviolet lithography tools remains robust as chipmakers expand capacity. However, some caution persists around semiconductor cyclicality, supply chain constraints, and geopolitical risks that could influence long-term investment trends.