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ASML
Broker's Calls
Venture Corp and Frencken are DBS’s downstream picks; both look set to benefit from AI wave and recovery of end demand
DBS has “buy” calls on both companies with a TP of $1.77 for Frencken and a TP of $16.40 for Venture.
October 22, 2024
Semiconductor
Chip equipment giant ASML will bounce back
The latest revenue and guidance miss, which led to the recent record plunge in ASML stock, is likely to be in the rearview mirror over the next few quarters, says Asif Shameen.
October 18, 2024
Semiconductor
ASML and TSMC can disable chip machines if China invades Taiwan
he Netherlands has run simulations on a possible invasion in order to better assess the risks
May 21, 2024
Semiconductor
ASML orders triple as demand for most sophisticated gear soared
China accounted for 39% of ASML’s sales in the fourth quarter, down from 46% in the previous period
January 24, 2024
Semiconductor
ASML's orders rise as chip gear giant shrugs off weak demand
The company raised its full year guidance and now expects net sales in 2023 to grow toward 30%
July 19, 2023
Semiconductor
ASML hit with new limits on chip gear exports to China
This additional step, like the export control policy, is country neutral
June 30, 2023
Semiconductor
ASML's big bet on China is starting to backfire
"We're businesspeople, not politicians. The laws of physics in China are the same as here."
February 19, 2023
Semiconductor
Taiwan and China’s quest to catch up on chips
China believes it needs to catch up with the US fast or it could forever be relegated to second-tier superpower status like Russia
August 04, 2022
Semiconductor
CHIPS Act will transform the semiconductor sector
The CHIPS Act bill is the first step in America’s march to widen its lead in technology
July 28, 2022
Semiconductor
ASML cuts forecast after racing to deliver chip-making gear
Clients get their machines more quickly, but ASML had to delay sales recognition for those shipments
July 20, 2022