This week, I completed a milestone: I bought 1 additional share of ASML, taking my total position to an even 10 shares. My previous buys were from back in 2023 at prices between € 400 and €480. Today's purchase was a bit pricier—around $680.
Rounding up the position to 10 felt cleaner—not just psychologically, but it also helps me simplify tracking and future dividend calculations. An odd number always felt like unfinished business.
Why Now?
ASML was trading at around € 1.000 last year but declined significantly. In the last 12 months the share price hovered between € 550 and € 750. Todays price seems reasonable if you still believe in ASML's leading position in the semi-conductor business.
ASML’s move this week adds a powerful strategic dimension: it has led a major funding round in French AI startup Mistral AI, investing €1.3 billion—becoming its largest shareholder with an approximate 11% stake. This isn’t just financial support—it’s a synergy play. ASML now gains a seat on Mistral’s strategic committee, positioning the company to integrate advanced AI into its lithography tools. That could mean smarter, more efficient chip manufacturing—an edge that may well translate into future profits.
So Why Is This a Smart Move?
Technological Alignment – ASML isn’t just lending cash; it's embedding itself in the frontier of AI-powered chipmaking. That convergence could fuel long-term innovation.
European Sovereignty – Both ASML and Mistral contribute to strengthening Europe’s tech base, reducing dependency on US or Chinese firms.
Growth Potential – ASML stands to benefit from improved tool performance via AI, while Mistral gains credibility and scale. It’s a mutual boost.
Conclusion
With this acquisition, I’m not just boosting my dividend potential—I’m aligning with a tech leader stepping firmly into the future of AI-enabled semiconductor production.
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