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Asml Holding

All articles tagged with #asml holding

business1 month ago•4 min saved

Micron Stock Slips as EUV Upgrades, AI Spending Bets, and ETF Leverage Roil Memory Shares

Micron Technology’s stock fell 6.6% to about $844.65, extending a roughly 20% drop over the past month, as three pressure points weigh on the memory-chip maker: ASML’s EUV lithography upgrades promise more efficient memory production (benefiting rivals and lifting supply expectations), concerns that Big Tech may scale back AI-related memory spending, and the amplifying drag from leveraged ETFs that worsen downside moves; after a ~700% rally over the past year, analysts see potential memory-price dynamics improving into 2027 with an average price target near $1,579, though near-term headwinds keep Micron under pressure.

via Barron's|

#asml-holding #business #euv-lithography

industries7 months ago•19 min saved

ASML bookings soar as SK Hynix plans bold capex push

ASML reported fourth-quarter bookings of €13.16 billion, up 86% and well above estimates, as AI-related demand boosted both memory and logic‑chip equipment. The Netherlands‑based company posted €2.89 billion profit on €9.72 billion in sales, guided 2026 sales to €34‑39 billion with a 51‑53% gross margin, and unveiled a buyback of up to €12 billion through 2028 plus a 17% dividend increase to €7.50 a share. In the same period SK Hynix signaled a substantial increase in capital expenditure after a 90% rise in Q4 profit and a 66% jump in revenue, driven by AI workloads and memory demand; both companies reflect a robust AI‑driven semiconductor cycle.

via MarketWatch|

#asml-holding #capital-expenditure #earnings

finance2 years ago•2 min saved

Semiconductor Stocks Surge: Applied Materials, ASML, and TSMC Lead Gains

Semiconductor stocks, including Applied Materials, ASML Holding, and Taiwan Semiconductor, surged on Wednesday due to positive news from China and Taiwan. Applied Materials received an upgrade from Barclays, citing increased orders from China and expected capital investment in the U.S. due to the CHIPS Act. ASML's stock rose in tandem, while TSMC's stock was boosted by a raised price target and strong demand for 2 nanometer chips. Despite the gains, none of the stocks are considered cheap, with TSMC being the closest to a "buy" due to its growth rate.

via Yahoo Finance|

#applied-materials #asml-holding #finance

finance2 years ago•2 min saved

"ASML Holding Stock Plummets: What Caused the Decline?"

ASML Holding stock fell 7.4% after the company reported disappointing first-quarter earnings, with a 22% revenue decline and lower-than-expected results. The company's transition to new technology for the AI boom led to increased expenses and lower operating margins. ASML's guidance also indicated a continuing decline in year-over-year revenue, signaling a potential slowdown in chip manufacturers' equipment upgrades. The stock's pullback reflects a need to dial back enthusiasm following a period of significant growth, prompting investors to consider other stock options.

via Yahoo Finance|

#asml-holding #earnings-report #finance

finance2 years ago•1 min saved

ASML's Weak Orders Impact Semiconductor Stocks

ASML Holding stock fell after the company reported disappointing first-quarter earnings, with revenue down 22% from the previous year and missing estimates. The company's transition to new technology for the AI boom led to increased spending on research and development, impacting operating margins. ASML's guidance also indicated a continuing decline in year-over-year revenue, signaling a potential slowdown in chip manufacturers' equipment upgrades. This news justified the stock's pullback after a period of significant growth.

via The Motley Fool|

#ai #asml-holding #chip-manufacturers

finance2 years ago•6 min saved

"Top Growth Stocks with Massive Long-Term Potential, Upgraded by Citi and Predicted to Soar in 2024"

Investors looking for potential long-term winners may consider buying growth stocks that have the potential to outperform the broader market. Three such companies are Confluent, which is tapping into the data streaming market and aims to sustain a 30% annual revenue growth rate; ASML Holding, a supplier of chip-making equipment positioned to benefit from the growing semiconductor market; and Twilio, the leading player in the communications platform-as-a-service market, which is set to turn profitable and has seen a recent surge in stock performance.

via The Motley Fool|

#asml-holding #confluent #finance

technology2 years ago•0 min saved

New York Invests $10 Billion in Cutting-Edge Chip Research Complex

New York state is partnering with chip companies to invest $10 billion in a semiconductor research facility at the University at Albany's Albany NanoTech Complex. The project aims to create 700 jobs and will feature advanced chip-making equipment from ASML Holding, a Dutch company known for its high-cost machines crucial in producing cutting-edge chips.

via The Wall Street Journal|

#albany-nanotech-complex #asml-holding #chip-research