Stocks · News reference
ASML Holding N.V. shares rose in premarket trading following reports that major customers Samsung and SK hynix are increasing their procurement of EUV lithography systems.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Chip stocks trade at 9 times 2028 earnings after a 38% crash. Cantor says buy the dip; Bank of America sees a trough tied to data center policy.
Cantor Fitzgerald and HSBC say the chip stock selloff is overdone, with the SOX at 9x 2028 earnings. Top picks include NVDA, MU, SNDK, ASML and AMAT.
ASML Holding N.V. has disclosed recent transactions conducted as part of its ongoing share repurchase program.
ASML Holdings fell 11.5% in October despite reporting strong Q3 earnings with 55.2% revenue growth and raising 2028 capacity expansion plans. The decline was driven by broader AI stock sell-off fears over sustainability of AI growth cycles, overshadowing the company's solid results and positive guidance.
ASML and TSMC dominate their respective semiconductor niches and are well-positioned to benefit from the booming AI chip demand. ASML, the sole manufacturer of advanced EUV lithography machines, is experiencing faster growth with 55% revenue increase and 133% net income growth. TSMC, the world's largest foundry with 73% market share, is growing at a solid 41% revenue pace. Both stocks are recommended, though ASML offers higher growth while TSMC provides a better value-growth mix.
The article compares two international ETFs: State Street's SPDW (developed markets) and Vanguard's VWO (emerging markets). SPDW offers lower fees (0.03% vs 0.06%), higher dividend yield (3.04% vs 2.26%), and more stability, while VWO provides greater growth potential through technology exposure and emerging market exposure. The author recommends VWO for long-term investors despite higher volatility, citing stronger AI infrastructure and faster economic growth prospects in emerging markets.