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ASML: Thoughts On Valuing A Monopoly
Seeking Alphaยท2025-03-13 08:59

Company Overview - ASML holds a dominant position in the DUV equipment market with approximately 90% market share, indicating a practical monopoly in this segment, which can also be characterized as an oligopoly due to the presence of competitors like Canon and Nikon [1] Investment Perspective - The company is viewed favorably by long-term investors, with a focus on compounding knowledge and strategic investment approaches [1]