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ASML is the 'ultimate pick-and-shovel' play in the AI supercycle, per analyst commentary.

Lithography vendor locks in multi-year revenue from chip-expansion race; ASML's near-monopoly in EUV sustains pricing power.
Trade pressSlicast · June 27, 2026 · US · Source: Google News
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ASML is the 'ultimate pick-and-shovel' play in the AI supercycle, per analyst commentary.

Lithography vendor locks in multi-year revenue from chip-expansion race; ASML's near-monopoly in EUV sustains pricing power.

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ASML is the 'ultimate pick-and-shovel' play in… · Slicast