$ASML(ASML.US)China is the major key market for ASML. Although the sales of advanced EUV machine to China is restricted, ASML still hold advantages in supplying the Chinese Company with a high market share since the competitors is lagged behind. The global demand for chip manufacturing remain strong to train the AI and build data centre. As long as ASML still keeping its innovation and leading technology to avoid losing the dominance, ASML price is very potential to go up. Diversification of market is another key driver.
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