Laatste nieuws in asml
Intel doubles down on ASML's high-na euv for advanced 14a chip production
Veldhoven, Thursday, 25 September 2025.
Intel is increasing its investment in ASML’s High-NA EUV lithography equipment. The order increase signals Intel’s commitment to leading-edge chip manufacturing, specifically for its 14A process. This positions Intel to compete with industry giants such as TSMC and Samsung. Each unit costs approximately $370 million, and Intel could spend up to $2 billion on lithography. The 14A node is crucial for Intel. The company has suggested it will abandon the high-end node race if the 14A node does not achieve significant customer adoption.
asml gets a boost: morgan stanley predicts strong earnings growth
amsterdam, Monday, 22 September 2025.
morgan stanley upgraded asml, setting a price target of €950. this reflects a belief in asml’s potential for significant earnings growth. by 2027, asml’s earnings per share could exceed current estimates by 8%, reaching €33. this positive outlook is based on a cyclical recovery in memory and ai-related demand. effective cost controls also contribute. asml’s strong position in euv lithography is key for advanced chip manufacturing used in ai, further solidifying its market lead.
security national bank increases stake in ASML: what it means for investors
Washington, Monday, 22 September 2025.
security national bank raised its position in ASML Holding N.V. by 7.1% in the second quarter of 2025. The bank now holds 10,708 shares, an increase of 709 shares. The holding is valued at $8,581,000, approximately 1.5% of the bank’s holdings. This move signals confidence in ASML, a key player in semiconductor equipment. Other institutional investors, including GAMMA Investing LLC and T. Rowe Price Investment Management Inc., have also adjusted their stakes in ASML, reflecting broader market interest. JPMorgan Chase & Co. recently reaffirmed a ‘buy’ rating for ASML shares.
asml: is the chip giant overvalued?
Amsterdam, Friday, 19 September 2025.
asml’s stock performance is under scrutiny. analysts are weighing its price-to-earnings ratio against industry rivals. currently, asml’s pe ratio stands at 32.7x, with earnings of €9.42 billion and a market capitalization of €307.52 billion. its estimated fair value is €673, but it is trading above this at €793.7. bank of america recently boosted its price target for asml to €941, previously €724, citing a less concentrated demand due to nvidia and intel deals. is this a buying opportunity or a bubble?