TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...

The rally was driven by Taiwan Semiconductor Manufacturing Company’s (TSMC) blockbuster results, which triggered a broader surge across ...

ASML (ASML) controls over 90% of the EUV lithography market with machines costing up to $400M each. The Trump administration is investing up to $150M in xLight to develop rival laser technology that ...

ASML (NASDAQ:ASML), the prominent Dutch semiconductor equipment manufacturer, has experienced a stock drop of nearly 5% over the past week, remaining down by 11% in the last month due to trade ...

ASML received a major price target upgrade from Aletheia Capital on Friday. The investment firm believes there may be 30% upside in ASML's stock over the next year. ASML continues to dominate the ...

ASML stock surges past $500B as Morgan Stanley forecasts 70% upside. TSMC spending and U.S.-Taiwan deal drive demand for chip ...

We came across a bullish thesis on ASML Holding N.V. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.'s share was trading at $1060.00 as ...

BERLIN, GERMANY - SEPTEMBER 18: The logo of ASML hangs over an office building the company occupies near its production campus, where it inaugurated the expansion of ASML wafer production components ...

ASML has been well buoyed by the ongoing OpenAI mega deals, with it exemplifying the durable AI related spending trends over the next few years. Early Q3'25 earning results has also highlighted double ...

ASML is the only company using extreme ultraviolet (EUV) systems to make components for semiconductors. The technology gives ASML a huge advantage over its competitors. Analysts are very bullish on ...

ASML Holding remains a must-own AI portfolio position, boasting an unrivaled EUV lithography moat and diversified customer base. Despite a premium valuation (~38x forward PE), ASML's risk-reward is ...