ENXTAM:ASMLSemiconductor
Why ASML Holding (ENXTAM:ASML) Is Up 6.5% After AI Capex-Driven Analyst Upgrades And What's Next
In recent weeks, analysts including Morgan Stanley, UBS and RBC have turned increasingly positive on ASML, highlighting its central role in supplying advanced EUV lithography tools to chipmakers ramping investment for AI-related capacity.
An important takeaway is that much of this renewed enthusiasm stems from capital spending plans at key customers such as TSMC, which directly influence expected demand for ASML’s high-end equipment and services.
With ASML’s shares posting solid short-term...