asml hits one-year stock high: what's driving the surge?
Amsterdam, Wednesday, 17 September 2025.
asml shares jumped to a one-year high. This was fueled by growing optimism in the semiconductor equipment sector. Investor confidence is rising. JPMorgan announced that the worst is over for asml. Taiwan Semiconductor Manufacturing’s strong capital equipment purchases are also helping. Morgan Stanley predicts record wafer fab equipment spending of $117 billion in 2025. They also expect a further 5% increase in 2026, reaching $122 billion. Find out what this means for the future of chip manufacturing.
stock performance and analyst views
On Tuesday, ASML’s stock reached its highest price in over a year, reflecting increased investor optimism in the semiconductor equipment sector [1]. The stock closed at 878.42, a 1.3% increase, after hitting a 52-week high of 881.46 during the trading session [1]. This surge follows a 6.6% rise on the prior day, closing at 867.30 [1]. JPMorgan has declared that “the worst is over for ASML,” further boosting investor confidence [1]. Mizuho Securities trading-desk analyst Jordan Klein noted that ASML’s stock reacted positively to reports of strong capital equipment purchases by Taiwan Semiconductor Manufacturing [1].
industry group ranking and market outlook
The semiconductor equipment group’s ranking has significantly improved, climbing to No. 41 out of 197 industry groups tracked by IBD [1]. This is a notable increase from No. 68 last month and No. 163 six months ago, indicating growing strength in the sector [1]. Morgan Stanley anticipates a record year for wafer fab equipment spending in 2025, projecting a 14% increase to $117 billion [1]. They also forecast a 5% rise in chip-gear spending in 2026, reaching $122 billion [1]. These projections underscore a positive outlook for ASML and its peers in the semiconductor equipment market [1].