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18.11.25 - 11:45
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ASML NV Overweight (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat die Einstufung für ASML auf "Overweight" belassen. Endlich würden die Lagerbestände im Auto- und Industriesektor sinken, schrieb Sandeep Deshpande am Montagabend zur europäischen Halbleiterbranche. ......
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17.11.25 - 09:45
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ASML NV Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat die Einstufung für ASML mit einem Kursziel von 1000 Euro auf "Buy" belassen. Die weltweit angekündigten KI-Rechenzentren-Baupläne signalisierten langfristig eine höhere Nachfrage nach den Anlagen ......
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14.11.25 - 05:27
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Escobar: China′s Relentless Innovation Drive Is Reaching Fever Pitch (ZeroHedge)
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Escobar: China's Relentless Innovation Drive Is Reaching Fever Pitch
Authored by Pepe Escobar,
China's innovation drive is reaching fever pitch in 2025.
Let's cut to the chase and focus on four crucial domains.
1.The Huawei Factor
Huawei is already testing its first, self-developed EUV lithography machine capable of producing 3nm chips. Trial tests are going full blast at the research center in Dongguan, and mass production should start in 2026.
It's impossible to overstate how much of a game-changing paradigm this Chinese breatkthrough – specifically in laser-induced discharge plasma (LDP) - is all about. It's set to turn the seminconductor technology environment totally upside down.
The physics involved in Huawei's LDP is fundamentally different from the method employed by the Dutch ASML's de facto monopoly. This being China, it's simpler, smaller and cheaper.
Huawei's technology is bound to smash that monopoly while solidifying China's chip independence. Talk about cost efficien...
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12.11.25 - 16:54
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ASML Aktie: High-NA-EUV soll Gewinnexplosion auslösen! (Aktiencheck)
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VeldhovenLondon (www.aktiencheck.de) - ASML-Aktienanalyse von Rothschild & Co Redburn:
Rothschild & Co Redburn habe die Aktie von ASML Holding N.V. (ISIN: NL0010273215, WKN: A1J4U4, Ticker-Symbol: ASME, Euronext Amsterdam-Symbol: ASML) von "neutral" auf "buy" hochgestuft und das Kursziel von 900 auf 1.200 Euro angehoben. [mehr]...
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12.11.25 - 04:12
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ASML opens South Korea campus to deepen Samsung, SK Hynix ties (Digitimes)
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ASML CEO Christophe Fouquet visited South Korea to mark the opening of the company's new campus in Dongtan, Hwaseong City, Gyeonggi-do province. The facility is designed to accelerate cooperation with local semiconductor giants Samsung Electronics and SK Hynix on next-generation technologies....
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11.11.25 - 00:42
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ASML tackles AI′s ′scissor gap′ with dual-track chip strategy (Digitimes)
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ASML EVP and China head Shen Bo said artificial intelligence is redefining the global semiconductor landscape, pushing chipmakers and equipment suppliers to balance growing computing demand with mounting energy constraints. Speaking at the 8th China International Import Expo, Shen said ASML will pursue a "dual-track strategy," strengthening both 2D scaling and 3D integration to close the gap between AI performance and energy efficiency while expanding its services for Chinese customers....
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