All articles tagged with #asml
Originally Published 8 days ago — by Gizmodo
The article explores the significance of ASML's $400 million EUV lithography machine, essential for GPU manufacturing and AI development, highlighting its complex technology, geopolitical implications, and the inevitable progression towards more advanced and expensive machines, reflecting on the fleeting nature of technological dominance.
Originally Published 9 days ago — by Yahoo Finance
ASML shares rose about 4% after Aletheia Capital upgraded the stock to Buy, citing strong demand driven by expanding semiconductor factories, increased orders for EUV lithography tools used in AI and high-performance computing, and expectations of higher earnings in 2026 and 2027 due to increased chip manufacturing capacity, especially from TSMC.
Originally Published 18 days ago — by The Motley Fool
The semiconductor industry is expected to see significant growth in 2026, driven by AI and advanced chip manufacturing, with top stocks like TSMC, ASML, and Nvidia poised for substantial gains due to increased demand and capacity expansion.
Originally Published 18 days ago — by The Motley Fool
The article recommends buying and holding Nvidia, TSMC, and ASML stocks for the next decade, highlighting their crucial roles in the AI and semiconductor markets, with strong growth prospects driven by expanding AI adoption and technological advancements.
Originally Published 25 days ago — by Reuters
Chinese scientists in Shenzhen have built a prototype EUV lithography machine, marking a significant step toward semiconductor independence and rivaling Western technology, with testing underway and a target to produce working chips by 2028 or 2030, despite ongoing technical challenges and US-led export restrictions.
Originally Published 28 days ago — by CNBC
Dan Ives is bullish on four European tech companies—SAP, ASML, Spotify, and Klarna—despite regional investor frustration, with analysts expecting their stocks to rise.
Originally Published 2 months ago — by Yahoo Finance
Substrate, a US startup, claims to have developed a new chipmaking tool using X-ray lithography that can rival ASML's advanced EUV equipment, aiming to reduce costs and boost US competitiveness in semiconductor manufacturing, with potential national security implications.
Originally Published 2 months ago — by Investing.com
This week saw major analyst upgrades in AI-related tech stocks, with HSBC raising Nvidia to Buy and significantly increasing its revenue forecasts, Samsung benefiting from AI-driven memory demand, Wolfe Research upgrading AMD based on its AI partnerships, UBS setting a €1,000 target for ASML driven by AI investments, and Goldman Sachs endorsing Salesforce's growth prospects fueled by AI initiatives.
Originally Published 2 months ago — by Investor's Business Daily
ASML, a key supplier of EUV lithography equipment crucial for AI chip production, is forming a bullish base and is considered a strong buy with an 83% rally from 2025 lows, supported by positive analyst outlooks and robust revenue growth prospects.
Originally Published 2 months ago — by Investor's Business Daily
ASML reported strong third-quarter orders and provided an optimistic outlook for 2026, leading to a 2.7% rise in its stock price. Despite mixed quarterly earnings, the company's net bookings surged 105% year-over-year, and it expects sales to at least match 2025 levels in 2026, although sales in China are expected to decline. ASML's advanced lithography equipment is crucial for cutting-edge chip manufacturing, especially for AI applications.
Originally Published 2 months ago — by Barron's
Despite missing revenue expectations, ASML remains a favored stock in the AI sector due to its critical role in semiconductor manufacturing, which is essential for AI development.
Originally Published 2 months ago — by TipRanks
Investors are preparing for a potential 7.65% stock swing in ASML ahead of its earnings report, indicating expected volatility in the company's stock price.
Originally Published 4 months ago — by The New York Times
ASML, a Dutch semiconductor equipment maker, is investing $1.5 billion in the French AI startup Mistral, valuing it at $13.8 billion, to strengthen Europe's position in AI and semiconductor technology amid geopolitical and competitive pressures.
Originally Published 4 months ago — by ioplus.nl
ASML is investing €1.3 billion in French AI startup Mistral to enhance European digital sovereignty, reduce dependence on US and Chinese AI models, and integrate AI into its lithography systems, with strategic ties to Nvidia and a focus on controlling the AI layer for future chip manufacturing advancements.
Originally Published 4 months ago — by TipRanks
ASML has invested $1.5 billion in Mistral AI, making it the largest stakeholder in the company, highlighting its significant commitment to AI technology development.