ASML has a lot going for it, from a strong market position to a big-time buyback authorization. Recent analyst price targets show a large upside in this stock.
A semiconductor expert on AlphaSense broke down the industry's shifting dynamics with tariffs, trade wars, and other geopolitical uncertainties. While not named by the platform, the expert drew clear lines between those who are poised to win big amidst this chaos and those who stand to lose.
Former Intel executive William Huo highlights China's breakthrough in producing 5nm chips without EUV technology, sparking concerns from Chamath Palihapitiya that the U.S. risks losing its technological edge to China without urgent innovation.
Marvell Technology, Inc (MRVL) announces successful interoperability of its CXL devices with AMD and Intel platforms. Companies to address growing demand for memory bandwidth and capacity in next-gen cloud data centers.
Uncover the potential of ASML HOLDING NV-NY REG SHS, a growth stock reasonably priced. NASDAQ:ASML is excelling in growth aspects, maintaining a healthy financial position, and still offers an attractive valuation.
TSMC CEO C.C. Wei stated that the company remains aware of potential risks arising from recent tariff announcements, but noted that customer behavior has not changed, prompting the chipmaker to maintain its current forecasts.
Roger Dassen, CFO of ASML, acknowledged the contradiction between U.S. policies encouraging domestic chip manufacturing and imposing tariffs on essential tools, noting that the government is reviewing this issue as it complicates the industry's growth strategy.
Intel has joined Nvidia in facing new U.S. export restrictions on AI chips to China, contributing to a nearly 47% drop in its stock over the past year amid escalating U.S.-China trade tensions.
ASML reports strong first-quarter results with net sales of €7.74 billion, up 46.3% YoY. However, net sales missed analyst estimate and the company expects continued growth and dividends in the future.
U.S. major indices traded lower at midday Wednesday, pressured by sharp declines in tech and semiconductor stocks after Washington tightened chip export restrictions to China.
Chip equipment stocks Applied Materials, Lam Research, and KLA are down due to US tariffs on China. ASML reported solid earnings but faces tariff fallout.
Chip stocks are facing selling pressure on Wednesday after NVIDIA Corp (NASDAQ:NVDA) announced that the U.S. government will start requiring a license to export chips to China.
