Home » Bear Case Scenario » ASML Holdings Bear Case Scenario Impacting Share Price $ASML, $KLAC, $LRCX, $TOELY, $AMAT

ASML Holdings Bear Case Scenario Impacting Share Price $ASML, $KLAC, $LRCX, $TOELY, $AMAT

ASML Holdings will release earnings shortly. Ponder this Bear Case Scenario

ASML depends on the deeply cyclical semiconductor industry for demand. Essentially they are hostage.

ASML depends on a handful of powerful customers and will sell only several hundred systems each year.

Dependence on a limited number of suppliers for key components exposes ASML to pricing power and possible disruptions to its supply chain.

This firm is beholden to others for its raison d’etre. Not a good way to take on risk.

George Gutowski writes from a caveat emptor perspective.

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