ASML Holding shares rose following strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing, which reignited investor focus on how rising AI chip demand could affect the stock. The share price has returned 57.56% year-to-date and 146.75% over one year, though a popular narrative on the platform pegs fair value at €920, implying the stock is 68.9% overvalued relative to its last close of €1,554. ASML remains the sole supplier of extreme ultraviolet lithography machines essential for advanced chipmaking, but faces risks from China export controls and any slowdown in AI or high-end chip investment.
