ASML和贝思半导体在跌至8%至8.7%后自动停牌
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ASML raises full-year revenue guidance, confirming industry prosperity.
According to Mars Finance, lithography machine giant ASML announced an upward revision of its full-year revenue guidance, primarily due to continued growth in demand for advanced lithography equipment related to AI chip manufacturing. Leading global foundries such as TSMC and Samsung are accelerating the adoption of high numerical aperture EUV lithography machines to meet the needs of AI accelerators, further strengthening the certainty of capacity expansion for 3nm and below advanced processes. Industry insiders believe that ASML's upward guidance is seen as a bellwether for the entire semiconductor equipment supply chain, confirming that AI capital expenditure is still in an expansion cycle. Order data from leading equipment manufacturers such as Applied Materials and Lam Research also validate the strong demand for equipment, indicating that advanced process capacity expansion is moving from the planning stage to the actual procurement stage, and the extended equipment delivery cycle further confirms the tight supply-demand balance. (Cailian Press)
Goldman Sachs raises ASML's target price from €1,770 to €2,000.
Odaily Odaily reports that Goldman Sachs has raised its target price for ASML from €1,770 to €2,000. (Jinshi)
UBS: ASML may revise its outlook for this year upward again.
According to Mars Finance, UBS analysts wrote in a report to clients that ASML may again raise its outlook for this year when it releases its second-quarter results on July 15. The Dutch semiconductor manufacturing equipment supplier expects sales of between €36 billion and €40 billion this year. Analysts stated that with the continued growth in demand for chip manufacturing equipment, the group may raise its forecast to the upper end of that range, or perhaps slightly higher. ASML expects its gross margin to be between 51% and 53%, a closely watched indicator of pricing power and profitability. Analysts indicated that they believe there is room for a moderate upward revision to the upper end of that range. (Cailian Press)
Bybit launches ASML and HPE stock perpetual contracts
According to Foresight News , Bybit has listed ASML and HPE USDT perpetual contracts. Trading is now open, with ASML USDT supporting up to 25x leverage and HPE USDT supporting up to 20x leverage.
Kepler Cheuvreux: Raises ASML's European stock price target from €1460 to €1830
According to Mars Finance, on June 25, Kepler Cheuvreux raised his target price for ASML's European shares from €1,460 to €1,830.
ASML partners with TNO to expand European photonics chip manufacturing scale
ASML and TNO are collaborating to expand photonic chip manufacturing in Europe. (Sina Finance)