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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 26, 2026 at 15:48 UTC · US · Source: Kavout | AI
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CommentaryASML Presses €77 Million Daily Buyback as Washington Tightens China Controls and Homegrown DUV Tools EmergeCommentaryASML's High-NA Acceleration Draws UBS Upgrade, but China DUV Push and Export Policy Keep the Outlook Unresolved
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ASML is the 'ultimate pick-and-shovel' play in… · Slicast