Collaboration With Samsung and SK Hynix Might Change The Case For Investing In ASML Holding (ENXTAM:ASML)

During CEO Christophe Fouquet's recent visit to Seoul, ASML Holding and major chipmakers Samsung Electronics and SK Hynix discussed collaboration on advanced semiconductor manufacturing, including the installation and joint research efforts involving ASML's cutting-edge high NA EUV lithography tools. SK Hynix became the world's first to use ASML's high NA EUV tool in mass production, while Samsung is committing to acquire these advanced machines and build a joint research plant with ASML, signaling rising industry adoption. We'll examine how deeper technology collaboration with major chipmakers like Samsung and SK Hynix could influence ASML's investment narrative.

Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

ASML Holding Investment Narrative Recap

The core belief for an ASML shareholder centers on the company's unique position as the sole supplier of high-end EUV lithography equipment, underscored by industry collaboration with leading chipmakers like Samsung and SK Hynix. While the recent news of expanded partnerships highlights growing industry adoption of ASML’s advanced tools, it does not materially alter the near-term catalyst: successful High NA EUV system ramp-up and broad adoption remain the primary drivers, with the biggest ongoing risk being persistent geopolitical tensions and related export controls.

Of the recent announcements, SK Hynix's move to become the first chipmaker to deploy ASML's high NA EUV tool in mass production stands out as most relevant to this news. This step directly ties to the ramp-up of the High NA platform, representing a practical milestone toward unlocking sustained multi-year revenue and earnings growth potential, provided customer adoption continues smoothly.

On the other hand, investors should be aware that intensifying geopolitical risks and export regulations remain a critical issue, especially as...

Read the full narrative on ASML Holding (it's free!)

ASML Holding's narrative projects €39.6 billion revenue and €12.1 billion earnings by 2028. This requires 7.2% yearly revenue growth and a €2.7 billion earnings increase from €9.4 billion.

Uncover how ASML Holding's forecasts yield a €941.90 fair value, a 6% upside to its current price.

Exploring Other PerspectivesENXTAM:ASML Community Fair Values as at Nov 2025

Fair value estimates from 83 members of the Simply Wall St Community range widely from €572.55 to €1,000. With High NA EUV adoption accelerating, opinions about the potential impact on long-term profitability differ sharply, so consider multiple viewpoints before forming your own thesis.

Story Continues

Explore 83 other fair value estimates on ASML Holding - why the stock might be worth 36% less than the current price!

Build Your Own ASML Holding Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your ASML Holding research is our analysis highlighting 2 key rewards that could impact your investment decision. Our free ASML Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ASML Holding's overall financial health at a glance.

Ready To Venture Into Other Investment Styles?

Opportunities like this don't last. These are today's most promising picks. Check them out now:

These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 27 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. We've found 14 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ASML.AS.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

View Comments