ASML News & Analysis
2 articles
Market Mood
ASML (ASML) Price Target Raised to $1971 Amid DRAM Capacity Growth
On March 26, Bernstein SocGen Group reiterated an Outperform rating on ASML Holding N.V. (ASML) and increased the price target to $1971 from $1911. The company is expected to benefit from a significant DRAM capacity build-out, with monthly wafer production projected to grow from 145,000 in 2025 to 330,000 by 2027. Additionally, ASML is expected to ship 44 EUV machines to DRAM producers in 2028, a rise from 18 units in 2025. This positive outlook could enhance ASML's market position in the semiconductor manufacturing sector.
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US Targets Chinese Chipmaking with Proposed ASML Export Restrictions
The U.S. government has proposed export restrictions targeting companies like ASML to limit the transfer of advanced chipmaking technology to China. This measure is expected to influence the semiconductor market significantly, particularly for firms operating in the technology supply chain. The impact on specific companies has yet to be quantified, but the move may affect trading volumes and growth projections. It reflects ongoing tensions between the U.S. and China over technology dominance and supply chain security.
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