DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.

ASML ( ASML +0.57%) and Taiwan Semiconductor (TSMC) ( TSM 0.45%) are arguably the two most essential artificial intelligence (AI) stocks in the hardware space. TSMC is well known for being the foundry ...

ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks on the Market’s Radar. On January 5, Bernstein upgraded the stock to ...

TSMC and ASML are critical companies in the semiconductor industry with strong long-term outlooks. TSMC is the leader in chip manufacturing, and has a strong runway of growth ahead. ASML has a ...

ASML Holding is known for having too conservative guidance for long-term revenue. See why I feel ASML stock is a short-term ...

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 ...

This company virtually has a monopoly on the machines needed to produce the most advanced chips in the world. Is it worth a look? Mark Twain once said, "When everyone is looking for gold, it's a good ...

Bernstein just made the boldest calls I’ve covered in the semiconductor space over the years on ASML Holding stock (ASML), ...