Samsung has joined ASML's High-NA EUV system customers, alongside Intel, TSMC, and SK hynix, strengthening ASML's long-term growth prospects. ASML raised its 2026 revenue guidance twice, now expecting about 65 low-NA EUV systems and over 45% year-on-year EUV revenue growth. Non-EUV sales are also projected to increase by 25% after a dip in 2025. Despite some export control risks in China, this development has led to an upgrade to a buy rating for ASML, with potential portfolio inclusion considered by the analyst.
ASML, the sole supplier of EUV lithography machines critical for advanced chip manufacturing, announced its machines are sold out through 2028 due to high demand. The company reported strong Q3 revenue growth and price increases for key products star...
Lam Research reported a record fiscal Q1 2027 with revenue and earnings beating estimates, but its stock fell 9% after the CFO warned that supply chain constraints will limit growth in the December quarter. This caution affected the broader semicondu...
ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand...
ASML Holding N.V. issued a strong Q4 revenue forecast of €14.2–€15.2 billion, surpassing expectations and supporting a Strong Buy rating. The company benefits from high margins due to upgrade kit sales amid chip shortages and accelerated a €4.1 billi...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
