ASML: The Company Behind A Technological Marvel Powering The World’s Semiconductor Industry

As the only company that can build an EUV lithography machine, ASML has a critical role to play in an increasingly digital world.

On 24 June 2021, I recorded an episode for The Financial Coconut’s podcast series, TFC Stock Geekout. I appeared in the episode together with The Financial Coconut’s founder, Reggie Koh, and we talked about ASML (NASDAQ: ASML) for nearly an hour. We discussed many aspects about the company, including its revenue streams, growth prospects, risks, and more.

ASML is based in the Netherlands and is a company that’s in the portfolio of the investment fund that Jeremy and I run together. It’s a fascinating company to me because it is currently the only company in the world that can build an extreme ultraviolet (EUV) lithography machine. Lithography is the process of using light to create tiny, tiny structures (called transistors) on a silicon wafer to produce chips. EUV lithography is currently the most advanced lithography process and it uses ultraviolet light of an extremely short wavelength of 13.5 nm. In a world that is increasingly going digital, there is a need for a chip to contain more and more transistors because this improves a chip’s cost and performance. This is where EUV lithography machines shine. Because they use light with such a short wavelength, they allow chip manufacturers to produce chips with transistors that have mind bogglingly small sizes. (How small? Listen to the podcast to find out!)

The podcast episode that I recorded with Reggie was released recently and you can check it out below. I hope you’ll enjoy it!


Disclaimer: The Good Investors is the personal investing blog of two simple guys who are passionate about educating Singaporeans about stock market investing. By using this Site, you specifically agree that none of the information provided constitutes financial, investment, or other professional advice. It is only intended to provide education. Speak with a professional before making important decisions about your money, your professional life, or even your personal life. Of all the companies mentioned, I currently have a vested interest in ASML. Holdings are subject to change at any time.