ASML Holding N.V. New York Registry Shares (ASML) — the peer cohort

As of 2026-10-06 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

ASML Holding N.V. New York Registry Shares ranks 6 of 16 in its cohort on the Closelooknet composite (65/100) — the cohort is led by Micron Technology Inc at 71/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
ASML ASML Holding N.V. New York Registry Shares	65	74	85	21	neutral	7%
MU Micron Technology Inc	71	82	88	49	info	15.2%
005930.KS Samsung Electronics Co Ltd	70	59	75	76	neutral	27.4%
000660.KS SK Hynix Inc	69	38	94	73	neutral	40.6%
NVDA NVIDIA Corporation	67	83	95	36	bull	0.5%
APH Amphenol Corporation	66	83	74	33	info	2.2%
AMD Advanced Micro Devices Inc	65	96	55	21	neutral	2.1%
ASM.AS ASM International NV	62	61	76	27	bull	13.2%
ALAB Astera Labs, Inc.	61	70	77	7	bull	27.5%
CRDO Credo Technology Group Holding Ltd	61	56	83	14	bull	31.2%
NDSN Nordson Corporation	61	82	71	35	bull	1.4%
LITE Lumentum Holdings Inc	60	92	45	21	bull	2.9%
ONTO Onto Innovation Inc	60	70	50	32	watch	15.8%
ASML.AS ASML Holding N.V.	65	73	85	21	bull	4.9%
042700.KS Hanmi Semicon	59	45	82	19	bull	34.7%
LRCX Lam Research Corp	58	63	82	20	watch	21.1%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-10-06

Quick answers

Who are ASML Holding N.V. New York Registry Shares's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Micron Technology Inc (MU), Samsung Electronics Co Ltd (005930.KS), SK Hynix Inc (000660.KS), NVIDIA Corporation (NVDA), Amphenol Corporation (APH), Advanced Micro Devices Inc (AMD), ASM International NV (ASM.AS), Astera Labs, Inc. (ALAB) and others.

How does ASML score against its peers?

ASML Holding N.V. New York Registry Shares's composite reads 65/100, ranking 6 of 16 in its cohort as of 2026-10-06; the cohort's highest composite is Micron Technology Inc at 71/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where ASML appears in the diary — 59 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

The Agentic Winners 25Dossier · $49 · 31 Mar 2026ASML makes extreme ultraviolet lithography machines.
Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026ASML's High-NA EUV (€350M/unit) enters volume deployment.
Who Owns the AI Chip Buildout?Dossier · $39 · 12 Feb 2026EUV embargo / yield ceilings / talent drain / overcapacity glut 🇪🇺 Europe Equipment gatekeeper (ASML 100% EUV).
Two and a half months of lower highs, then a second low that held above the first — and on Friday the oscillator turned.Chart Pick · 4 Sept 2026The Philadelphia Semiconductor Index rose more than 3%; Nvidia is breaking out to new all-time highs; Applied Materials rose 5%, Marvell, Micron, ASML and Arm about 4%, AMD and Intel 3%, Astera Labs 11%.
TSMC — The Toll at the Only BridgeReport · 13 Aug 2026Sources TSMC, Q2 2026 earnings release and guidance, 16 July 2026 — investor.tsmc.com TSMC Q2 2026 earnings call transcript and coverage — 16 July 2026; CNBC on the Arizona commitment TSMC 2026 Technology Symposium disclosures…
Situational Awareness — Crushed While CorrectReport · 2 Aug 2026The fund evidently distinguished between first-wave names it considered finished (Nvidia, ASML, Broadcom, AMD, Oracle, the SMH complex — puts without meaningful offsetting calls) and constraint-chain names caught in first-wave wrappers…
Chip Testing — The Verification TaxReport · 29 Jul 2026TSMC and Nvidia are the next parts of this series, and the genuinely contested cases — ASML, HBM as distinct from commodity DRAM, the power chain — are where the rubric will earn its keep.
Sector Rotation — Three Rotations, One WeekWeekly Signal · 19 Jul 2026The prints came in good to record-setting — ASML's capacity frame, TSMC's record quarter, Netflix's growth — and the tape sold every one of them.

101 and glossary

AI Barbell Strategy: Long Infrastructure, Short Disrupted Incumbents101ASML's EUV machines are required by every advanced fab.
AI Infrastructure Outlook 2026: Layers, Risks, and Positioning101ASML's High-NA EUV is ramping but won't impact supply meaningfully until late 2026.
DXY (US Dollar Index)GlossaryFor AI infrastructure investors, the DXY matters because many supply chain companies are non-US (TSMC in Taiwan, ASML in the Netherlands, Samsung in South Korea) — a strong dollar compresses their valuations when converted to USD terms.
Economic MoatGlossaryIn AI investing, Closelooknet distinguishes between physics-based moats (ASML's EUV monopoly, TSMC's fabrication lead) and software moats (which agentic AI may erode).
EUV (Extreme Ultraviolet Lithography)GlossaryASML is the sole supplier of EUV machines.
LithographyGlossaryThe chip-manufacturing step that uses light to pattern circuits onto silicon; ASML's EUV monopoly defines the leading edge.
Non-US Tech: The Widest Valuation Gap in a Decade101The standard explanation — US companies deserve premiums for growth and innovation — ignores that many of the most critical AI supply chain companies are non-US: ASML (Netherlands), TSMC (Taiwan), SK Hynix (Korea), BESI (Netherlands)…
PhotolithographyGlossaryThe leading edge requires extreme ultraviolet (EUV) light, which is the source of ASML's strategic position.

Dailies

AI Hardware — Not One TradeDaily Pulse · 6 Oct 2026By late morning the Stoxx 600 was up 0.7%, but inside the hardware names the moves ran both ways: the chip-packaging machine maker BESI fell 5.3%, while STMicroelectronics rose 2.3%, Infineon 1.0% and ASML 0.8%.
AI Trade — The Suppliers' Suppliers Move FirstDaily Pulse · 5 Oct 2026ASML, Applied Materials, Lam Research, KLA and Tokyo Electron sell the machines that make chips.
Brazil — stocks jump 13% after Bolsonaro leads round one; US 10-year hits 5.35%, stocks rise anywayMidday 10 · 5 Oct 2026This morning's Pulse in New York: TSMC's US shares +2.7% to $485.44, but chip funds flat to lower (SOXX −0.16%, XSD −0.53%), KLA −1.08%, Applied −0.57%, ASML −0.31%
Jobs day — futures +0.3% before payrolls; Nike −8.7% after hours, Accenture holds +15.8%Morning 10 · 2 Oct 2026
Markets — Nasdaq +1.5% before the open even as TLT breaks 78; Tokyo +3.3% on Micron's record quarterMorning 10 · 1 Oct 2026Software — ServiceNow +3.1%, Salesforce +1.9%, IGV +1.2%; chips mixed as Arm and ASML slip
Bonds — TLT breaks 78 even after soft inflation; 30-year at 5.64%, software jumps, Jabil −7.7% on a beatMidday 10 · 30 Sept 2026Micron $1,069.34 (+0.40%) ahead of tonight's results; chip fund SOXX −0.25%, ASML −1.10%, Arm −2.57%; Western Digital +1.30%
Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonightMorning 10 · 30 Sept 2026Chips bounced: ASML +3.6%, Arm +3.7%, Oracle +3.9%, the chip fund SOXX +1.2%.
Fair Isaac — sinks 29% as Washington opens mortgages to VantageScore; long-bond fund breaks 78Midday 10 · 29 Sept 2026Chips bounce after Monday's drop: Arm $297.74 (+5.08%), Oracle $138.91 (+4.76%), Marvell $262.22 (+4.10%), ASML $1,818.93 (+2.68%), Broadcom $357.53 (+2.28%); chip fund SOXX +1.56%, Micron +1.03% a day before its results

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.