ASML for one is doing a lot of innovating. And enabling others to innovate too.
Edit: yes sorry, I noticed ASML after replying. Good piece btw
Edit: yes sorry, I noticed ASML after replying. Good piece btw
ASML was already an incredibly significant player in the industry before that acquisition.
Perhaps add a different business model. Maybe there’s something they can do with their related company ASMI.
If they can get things to work in worse environments they could eat off of the realestate and facility budget.
If it were a US company, it would’ve been well known many many years ago, causing more demand in the stock