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ASML vs. Dell Technologies: Comparing a Semiconductor Equipment Monopoly and a Hardware Infrastructure Company

The Motley Fool +1 ·

DELL Dell Technologies Inc
$461.56 +1.34%
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  1. 1ASML holds a monopoly on extreme ultraviolet (EUV) lithography technology.
  2. 2ASML recorded approximately $36.7 billion in revenue for the fiscal year ended December 31, 2025.
  3. 3Dell Technologies recently began a strategic collaboration with Broadcom.

So what's the key point?

ASML is the only company that can make the special equipment necessary for manufacturing semiconductors. This company reached $36.7 billion in revenue in 2025, and Dell Technologies has decided to partner with another company.

Source The Motley Fool +1 · View original ↗

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