ASML Holding NV (AMS:ASML) in Artisan Developing World Fund Q3 2024

Semiconductor Equipment Leadership and Innovation

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Apr 14, 2025
Summary
  • Investment rationale: Leading provider of semiconductor manufacturing equipment.
  • Market positioning: Strong growth in semiconductor and electronics markets.
  • Risks and challenges: Supply chain constraints and competitive pressures.
  • Recent performance: Robust revenue growth and expanding market share.
  • Future outlook: Continued innovation and expansion of product offerings.

ASML Holding NV (AMS:ASML, Financial) was highlighted in the Artisan Developing World Fund's Q3 2024 commentary as a pivotal investment, driven by its leadership in semiconductor manufacturing equipment. The company's innovative solutions and strong market presence have fueled significant growth.

"ASML's commitment to advancing semiconductor technology and its ability to capture market opportunities have been instrumental in its sustained growth." — Artisan Partners, Q3 2024 Fund Letter

Read full letter at gurufocus artisan developing world fund q3 2024 commentary 2024 Q3 page.