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While acknowledging ASML’s “undisputed” superiority in EUV lithography, the company voiced concerns about the declining returns on top-of-the-line logic capital expenditures incurred by EUV ...
ASML, the world's sole provider of extreme ultraviolet (EUV) lithography machines, is pressing ahead with its next-generation High-NA (numerical aperture) EUV systems—even as major chipmakers ...
ASML working on advanced lithography machines for next-generation chips, expects technology to meet industry needs from 2035. Stock down 27% in a year.
Bernstein acknowledges ASML’s “undisputed” dominance in EUV lithography despite these concerns. The analysts say the company holds a near-monopoly in this technology.
The competition is committed to creating a ‘window for contestants to deeply explore lithography technology’, according to the company.
Although they don’t compete directly with ASML in EUV lithography, they offer complementary tools, and in times of restriction, their broader portfolios may give them more flexibility.
ASML could be on the verge of a breakout after moving 7.5% higher over the last four weeks. Plus, the company is currently a #2 (Buy) on the Zacks Rank.
AMSTERDAM (Reuters) -Dutch semiconductor equipment supplier ASML has dropped its inclusion and diversity targets in the U.S. to comply with regulations there, it said on Wednesday.
Jefferies raised its price target on ASML to €690 from €660 and on ASM to €530 from €490. Despite near-term caution, both stocks are seen as fairly valued: ASML trades at 30x 2026 EPS and ...
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