Despite Exports Restriction to China, ASML will Growth Due to Huge Investments in the U.S.

In the year ending July 2024, over $120 billion was invested in U.S. construction for advanced chip manufacturing facilities, driving future demand for chip-making machinery. ASML, holding a dominant position in the industry, is well-positioned to benefit from this surge. While the U.S. leads investments, China and other Asian countries will continue their own substantial investments, despite export restrictions. The AI boom and the ongoing tech rivalry will further bolster the market for advanced semiconductor machinery. China, despite facing restrictions, is expected to find ways to maintain its chip industry growth. Additionally, reciprocal investment trends between China and Taiwan could spark further semiconductor investment from Taiwan.