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Booming Chips

December 4th, 2017 · No Comments

  • We compare four chip equipment makers on various metrics as there are really substantial differences in performance, growth and valuation.
  • We try to tease out some tentative conclusions from this.
  • One of these conclusions is that ASML Holdings is very richly valued compared to the other three, on metrics, there seems little to warrant that valuation gap.

Source: Booming Chips – Applied Materials, Inc. (NASDAQ:AMAT) | Seeking Alpha

Tags: AMAT · ASML · KLAC · LRCX