ASML ASML Holding N.V.

Samsung and SK Hynix target 2028 production, while TSMC plans adoption from 2030.

Wall Street Has a Big Question for ASML and TSM Before Earnings

ASML (ASML) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

ASML commands a near-monopoly on chip-making equipment with a 29% net margin, while Marvell surged 42% in revenue but trades at a steeper valuation.

In recent days, ASML Holding reported continued share repurchases under its buyback program and highlighted its central role in supplying advanced EUV lithography tools that underpin AI chip manufacturing, while its CEO cautioned that tighter U.S. export curbs on China could spur competing technologies. These developments underline how ASML’s unique position in the AI hardware supply chain is increasingly intertwined with geopolitical policy decisions that may shape future competitive...

Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.

Stronger semiconductor positioning helps sentiment, but orders must convert into recognized system revenue.

European equities traded in the US as American depositary receipts were lower on Tuesday morning, de

KLA Corp.'s $12.57B backlog, AI-led chip spending and advanced-packaging growth bolster revenue visibility as competition with AMAT and ASML intensifies.

Investing.com -- Global chip stocks rose on Tuesday after Reuters reported that AI startup Anthropic’s IPO prospectus showed it expects $518 billion in cloud, computing and infrastructure commitments over the coming year.

Investing.com - European stock bourses reversed course on Tuesday, closing lower, as investors continued to digest a spike in global bond yields and oil volatility.

European stock indexes edged higher in early trade, with mining and AI-related stocks gaining, and energy-intensive sectors weakening.

In the most recent trading session, ASML (ASML) closed at $1, indicating a +1.58% shift from the previous trading day.

Find insight on SK Hynix, BT Group, Telekom Malaysia and more in the latest Market Talks covering Technology, Media and Telecom.

European stock indexes rose were mostly in the green at start of the trading day, with pharmaceutical and auto stocks gaining.

TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal about how far this stock can run.

ASML Holding has ridden a powerful semiconductor and AI equipment cycle, which leaves investors asking whether the current share price is still grounded in its earnings profile. With the stock now reflecting years of enthusiasm about its extreme ultraviolet lithography franchise, the key issue is how much of ASML Holding’s earnings power is already embedded in today’s valuation. Over the past 3 years, ASML Holding has delivered a 179.2% return, which puts a lot of weight on the question of...

ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

These suppliers sit in the middle of the AI infrastructure boom.

Investing.com -- Shares in European companies linked to the buildout in artificial intelligence rallied on Friday after Anthropic signed a computing deal worth at least $11.6 billion, offering a fresh tailwind for AI-linked companies as the buildout in infrastructure linked to the technology continued.

European stock indexes opened in the green, boosted by a rally in AI-linked stocks. Banks and mining stocks also gained as the Stoxx 600 rises 0.7%.

ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending. ASML trades around 31 times forward earnings, while Applied Materials trades near 27 times. That modest premium raises a useful question: how much should investors pay for a near-monopoly? The […]

On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V. (NASDAQ:ASML) announced a collaborative industry initiative to transition the semiconductor sector to a 12-inch Extreme Ultraviolet (EUV) photomask format. Currently, chipmakers use 6-inch masks for High NA EUV systems. Shifting to 12-inch photomasks aims to boost scanner productivity, eliminate stitching constraints on […]

Customer adoption strengthens ASML's monopoly while shifting attention toward throughput, installation schedules and manufacturing returns.

Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t participate.”

European stock indexes opened in the red, with higher borrowing costs and high oil prices weighing on sentiment.

STOCKS 0719 GMT – European stock indexes rise at the open, with banking and technology stocks pushing the Stoxx 600 up 0.4%. London’s FTSE 100 is 0.4% higher, boosted by energy-intensive industrials. Software group Sage adds 1.

ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.

ASML (ASML) is not making sales of chipmaking machines in Europe due to a dearth of investment and c

AI and data-center spending now sit at the crossroads of higher rates, fragile growth and jumpy energy markets, which is exactly where big shifts in market leadership are often born. Investors focused only on rate-sensitive sectors risk missing how capital keeps flowing toward the plumbing behind AI. This article walks through 3 stocks exposed to this news backdrop and explains why each could be worth a closer look or a wider berth. The stocks covered below are just a starting sample, since...

Deeptech company Morphotonics raises €40M from investors including 3M Ventures, Innovation Industries, BOM, and Invest-NL.

Over the past couple of weeks, several industry experts have been speaking out about the potential dangers of artificial intelligence. Our experts have been looking to answer the questions on everybody's minds, including if the AI boom is facing an imminent slowdown, or are market fears completely overblown? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith broke down why investors are panicking over hardware spending and data center valuations while software companies continue to adapt. Learn how shifting capital and geopolitical risks are actually reshaping investment strategies across the entire tech industry, as well as where you can find some of the best AI investing opportunities by choosing the right stocks.

The latest trading day saw ASML (ASML) settling at $1, representing a +1.87% change from its previous close.

Demand visibility is exceptional; assembly execution determines whether it becomes 2028 revenue.

ASML Holding stock: why fresh chip alliances are back in focus ASML Holding (ENXTAM:ASML) has landed a cluster of high profile partnerships with TSMC, Samsung, Intel and Xanadu that pushes its High NA EUV and quantum oriented lithography deeper into next generation chipmaking. These fresh agreements are landing after a powerful run in ASML Holding’s share price, with a year to date share price return of 46.61% and a 1 year total shareholder return of 79.51%. However, momentum has cooled over...

Find insight on semiconductor companies and more in the latest Market Talks covering Technology, Media and Telecom.

Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

Europe’s indexes all gained at the open, retracing some of Friday’s sharp losses. Banks and technology stocks rose, while energy-sensitive stocks were supported by a fall in oil prices.

Arm trades at a 125x forward P/E versus ASML's 27.9x, yet both command premium valuations for their monopolistic positions in mobile and chip manufacturing, respectively.

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

Any slowdown in future demand could hit ASML the hardest, since it makes the building blocks of the factories that produce AI chips.

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

AMD shares rose more than 6% and Intel surged nearly 8% on Thursday, Sept. 18, after the Fed's rate decision, as investors rotated back into AI-chip stocks beyond NVIDIA.

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

European stock indexes largely opened lower, though AI-related shares gained, as momentum in defensive sectors stalled after strong gains in the last session.

AI demand has moved ASML's constraint from customer interest to manufacturing throughput.

ASML just dominated another quarter, but Canon and Nikon are quietly carving out a position in chip manufacturing that Wall Street's models barely account for, and one memory giant is already betting on it.

Find insight on Infineon Technologies, LG Display and more in the latest Market Talks covering Technology, Media and Telecom.

Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.