ASML's deeply cyclical earnings and historical price patterns suggest buying only after a -50% drawdown. Find out my ...

ASML is also the only producer of extreme ultraviolet (EUV) lithography systems, which are used to produce the world's ...

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We recently compiled a list of the 10 Most Profitable Stocks of the Last 10 Years. In this article, we are going to take a ...

There’s a growing divide in the $530 billion semiconductor industry between the companies that are riding the artificial ...

We recently compiled a list of the 10 Best QQQ Stocks to Buy According to Analysts. In this article, we are going to take a ...

根据《华尔街日报》报导，虽然AI晶片的需求蓬勃发展，但对于半导体设备商来说可能不一定足够，这种矛盾最近非常明显，台积电17日公布第三季业绩非常强劲，看好今年AI处理器业绩年成长超过2倍；但提早出炉的ASML财报相当惨淡，第三季订单仅26亿欧元，不到市 ...

周一，伯恩斯坦兴业银行集团调整了对阿斯麦公司(ASML:NA)(NASDAQ: ASML)的立场，将其目标价从€980.00下调至€750.00。尽管目标价下调，该公司仍维持对该股票的"跑赢大市"评级。分析师指出，2025年的前景具有挑战性，公司现在预计收入为€325亿。 这一预测包括对与IBM业务改善的预期，但承认极紫外(EUV)光刻技术的销量未达预期。此外，阿斯麦公司预计中国将占其2025年收 ...

而在10月17日的法说会上，台积电财务长黄仁昭表示，台积电今年资本支出维持略高于300亿美元的目标，并称目前尚无2025年资本支出规划，如同董事长兼总裁魏哲家所说，明年是健康成长的一年，明年资本支出看来有机会比今年高，实际数据尚待下次公布。此外，对于 ...

It is an industry crucial to the 21st century but two of its biggest players are going in opposite directions.

ASML突然暴雷，中国不买了，美国和日本芯片设备的好日子没了 ...