Regardless of the market's overreaction to unstable volatile yield movement, the fact remains, ASML has a huge moat with EUV and a monopolistic hold on the advanced semiconductor industry. This will not change for quite some time, if ever at this point. The largest most advanced and important semiconductor company in the world is completely dependent on ASML in order to keep their competitive edge while the rest of the worlds semiconductor companies are rapidly buying up ASML tech in an effort to catch up. This global expansion and spending on semiconductors is only just beginning and is not completely factored in. This global expansion and growth is very much being underestimated. There is no more important semiconductor company than ASML.
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