Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler

2 weeks ago 8

Attiya Zainib

Mon, August 10, 2026 astatine 7:55 AM CDT 3 min read

Brown Advisory, an concern absorption company, released its "Brown Advisory Global Leaders Strategy" for the 2nd 4th of 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. Brown Advisory's Global Leaders Strategy delivered a nett instrumentality of 4.6% successful the 2nd 4th of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The comparative weakness was driven chiefly by underexposure to semiconductors and exertion hardware, portion software, unreality services, and fiscal holdings besides weighed connected performance. The strategy benefited from holdings successful areas tied to AI infrastructure, with semiconductor vulnerability and AI-related investments gaining from beardown demand. Looking ahead, Brown Advisory sees an charismatic situation for progressive stock-picking, with its ready-to-buy database astatine its highest level since the COVID-19 play and an estimated 12%-13% mean five-year base-case IRR, portion maintaining a absorption connected quality, valuation discipline, and semipermanent cash-flow generation. In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.

In its second-quarter 2026 capitalist letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks similar ASML Holding N.V. (NASDAQ:ASML). ASML Holding N.V. (NASDAQ:ASML) develops and manufactures precocious lithography systems utilized by semiconductor manufacturers to nutrient cutting-edge chips. The one-month instrumentality of ASML Holding N.V. (NASDAQ:ASML) was 0.87% portion its shares traded betwixt $716.20 and $1999.96 implicit the past 52 weeks. On August 7, 2026, ASML Holding N.V. (NASDAQ:ASML) banal closed astatine astir $1704.37 per share, with a marketplace capitalization of astir $668.71 billion.

Brown Advisory Global Leaders Strategy Fund stated the pursuing regarding ASML Holding N.V. (NASDAQ:ASML) in its Q2 2026 capitalist letter:

ASML Holding N.V. (NASDAQ:ASML) continues to payment from the build-out of AI infrastructure and remains a captious enabler of leading-edge semiconductor manufacturing. ASML's ascendant presumption successful Extreme Ultraviolet (EUV) lithography, wherever it holds a monopoly successful the instrumentality required for leading-edge semiconductor manufacturing, positions it good to payment from continued AI-driven capableness enlargement and meaningful semipermanent gross growth.

Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler

For illustration purposes only. Photo from Pixabay/Pexels

ASML Holding N.V. (NASDAQ:ASML) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 133 hedge money portfolios held ASML Holding N.V. (NASDAQ:ASML) astatine the extremity of the archetypal quarter, which was 101 successful the erstwhile quarter. While we admit the hazard and imaginable of ASML Holding N.V. (NASDAQ:ASML) arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns and doing truthful wrong a shorter clip frame. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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