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14.09.26 - 21:00
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Why ASML Stock Is Falling Today (Fool)
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ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development....
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14.09.26 - 13:54
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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 mit einem Kursziel von 2100 Euro auf "Overweight" belassen. Der Löwenanteil der avisierten Preiserhöhung werde sich in der Bilanz 2028 bemerkbar machen, schrieb Sandeep Deshpande ......
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14.09.26 - 11:06
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DIGITIMES Insight: High NA EUV chips near production, but economics will be the pacemaker (Digitimes)
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ASML's latest update suggests High NA EUV is no longer confined to laboratory validation. With 10 systems already operating across four customers worldwide, and three more in shipment or installation, the technology is beginning to enter production ramp-up. The shift matters because adoption now hinges less on optical promise and more on whether chipmakers can justify the added cost....
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14.09.26 - 03:06
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Weekly news roundup: HBM4 strain, Intel price hikes and the next AI infrastructure buildout (Digitimes)
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AI demand remained the dominant force across semiconductors, memory, foundry and data-center infrastructure this week. Intel raised CPU prices while Qualcomm and MediaTek targeted openings in IPC and IoT; memory inventories tightened as HBM4 and server demand strained DRAM and NAND supply; and Micron, Taiwan Mobile, Samsung Electronics, ASML, Synopsys and Eaton advanced plans tied to AI, advanced-node manufacturing and higher-density data centers. Below are the most-read DIGITIMES stories from September 7–13, 2026....
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11.09.26 - 09:45
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ASML Aktie: Konsolidierung hält an (Aktiencheck)
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Zürich (www.aktiencheck.de) - ASML Aktie: Konsolidierung hält an
Die Aktie von ASML Holding (ISIN: NL0010273215, WKN: A1J4U4, Ticker-Symbol: ASME, Euronext Amsterdam-Symbol: ASML) befindet sich unverändert in einer Konsolidierung, wie aus der Veröffentlichung "KeyInvest DailyTrader" der UBS hervorgeht. [mehr]...
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10.09.26 - 17:36
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3 Chip Equipment Stocks Set to Win the Memory Boom (24/7 Wall St.)
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Global wafer-fabrication-equipment spending is projected to rise 16.9% to $135.2 billion in 2026. DRAM and NAND equipment spending is growing faster than the broader market as AI increases demand for HBM, advanced DRAM and enterprise storage. Lam Research offers the greatest memory exposure, while KLA benefits from increasing process-control intensity and ASML retains an unmatched […]...
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