[gijsnijholt1980]

ASML for one is doing a lot of innovating. And enabling others to innovate too.

Edit: yes sorry, I noticed ASML after replying. Good piece btw

[kcb]

Didn't at least partially that innovation come from aquiring an American company?

See https://www.cymer.com/

[Sakos]

That basically applies to any large company. Intel has R&D in Israel, for example, and they're responsible for the Core 2 Duo which saved their asses.

ASML was already an incredibly significant player in the industry before that acquisition.

[ahubert]

ASML is actually mentioned twice in the article.

[jbverschoor]

If ASML was a US company, it’s be worth 10x by now

[Sakos]

You mean it would've been outsourced and sold off in pieces to foreign companies. The US largely doesn't value manufacturing.

[crote]

ASML pretty much has a monopoly on their market. How could they possibly become worth 10x more?

[jbverschoor]

They can’t handle demand. They could increase pricing.

Perhaps add a different business model. Maybe there’s something they can do with their related company ASMI.

If they can get things to work in worse environments they could eat off of the realestate and facility budget.

If it were a US company, it would’ve been well known many many years ago, causing more demand in the stock

[gijsnijholt1980]

Sorry, I didnt see it listed