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Consensus Narrative from 31 Analysts
Progress In High-NA EUV Technology Will Drive Future Semiconductor Equipment Demand
Key Takeaways Transition to NXE:3800E and High-NA EUV systems could drive future revenue and earnings through performance benefits and cost reductions. Global fab construction and normalized China sales may stabilize revenue, support growth, and reduce geopolitical risks.
View narrative€844.42
FV
16.7% undervalued intrinsic discount15.27%
Revenue growth p.a.
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6 days ago author updated this narrative