ASML stands as the kingpin in the semiconductor equipment space—basically the chokepoint for global chip production. The real question everyone's asking: when does this beast hit $1500? Given the critical role they play in next-gen manufacturing and the relentless demand from foundries worldwide, it's not a matter of if, but when the valuation catches up to the reality.
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LiquidityWizard
· 01-09 18:45
ASML is really competitive right now; chip production capacity depends on it. A $1500 estimate is just a matter of time. It all depends on whether TSMC is fully stocked.
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FlashLoanKing
· 01-08 18:33
ASML's position is unbeatable, the lifeblood of global chip manufacturing. 1500 yuan is just a matter of time.
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HackerWhoCares
· 01-06 19:54
ASML really has a lock on the global chip industry, but $1500? Hmmm... I think I need to wait a bit more.
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BearMarketSunriser
· 01-06 19:18
ASML is really a bottleneck, holding the key to the global chip industry in one hand. $1500 feels like an inevitable milestone.
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DefiPlaybook
· 01-06 19:16
According to data, ASML currently accounts for approximately 37% of the global semiconductor equipment market capitalization, and this oligopoly position is indeed unshakable. But to be honest, the $1500 target price should be viewed with caution—based on on-chain and secondary market historical data, the valuation bubble risk for chip equipment mainly comes from three dimensions: first, cyclical demand fluctuations; second, geopolitical restrictions; third, changes in the competitive landscape. It is worth noting that similar "time is just a matter of when" rhetoric also appeared in 2022. Risk warning: it is not recommended to bet all chips on a single position.
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ApeEscapeArtist
· 01-06 19:00
ASML's halt in global chip production has been known for a long time. The question is, when will it actually rise to 1500... Are you still willing to get in now?
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RektDetective
· 01-06 18:53
ASML is really in a chokepoint position, $1500 is just a matter of time, right... But then again, the Dutch are playing their hand pretty tight with this one.
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Blockwatcher9000
· 01-06 18:52
ASML's critical position is essentially a printing press, to be honest, $1500 is not a dream... The key is whether you have the patience to hold on.
ASML stands as the kingpin in the semiconductor equipment space—basically the chokepoint for global chip production. The real question everyone's asking: when does this beast hit $1500? Given the critical role they play in next-gen manufacturing and the relentless demand from foundries worldwide, it's not a matter of if, but when the valuation catches up to the reality.