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ASML.AS Hits EUR 500 Billion, Up 60 Percent YTD as EUV Lead Times Extend to 2028
ASML's monopoly on EUV lithography has made it the binding constraint on AI chip supply, with order lead times now stretching into 2027 and 2028. The scarcity premium is lifting LRCX, AMAT, and KLAC in sympathy while forcing cloud providers to absorb rising per-chip costs.
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ASML.AS Hits EUR 500 Billion, Up 60 Percent YTD as EUV Lead Times Extend to 2028 has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.
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