Key Points Nvidia and ASML offer the opportunity to invest in different areas of the AI industry. ASML expects 15% year-over-year sales growth in 2025 despite export controls on sales to China. Strong demand for Nvidia's Blackwell AI chip helped its revenue soar in the fiscal second quarter. 10 stocks we like better than Nvidia › The secular trend of artificial intelligence provides plenty of investment opportunities. Semiconductor chip leader Nvidia (NASDAQ: NVDA) is a prominent stock choice. An ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月24日消息，据韩媒报道，SK 海力士计划在未来两年内新购置约 20 台 ASML 的 EUV 光 刻系统。 考虑到 SK 海力士目前持有约 20 台用于研发和生产的 EUV 机台，这意味着 这家存储巨头 对此类设备的保有规模将在两年内翻倍 。 EUV设备价格极其高昂，每台价值在3000亿至5000亿韩元之间，且全球仅荷兰ASML一家能够生产。按 单价计算，SK海力士此次投资规模预计至少在6万亿韩元以上。 这些设备将被陆续引进并分布安装在清州M15X工厂和利川M16工厂。M15X计划在今年底投产，将率 先配置EUV设备；M16则会根据工艺转换（Tech Migration）的路线图逐步引入。 一位熟悉情况的业内人士透露："SK海力士正在考虑提前启动新的EUV生产线，并与ASML保持紧密协 商，以加快设备交付速度。" 在 SK 海力士的两大业务领域中，内存端的 EUV 光刻工艺早已随着 2021 年的 1a nm DRAM 实现商业化，EUV 的应用规模也在随着内存世代演进稳步提升。 而由于 AI ...

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These dividend-paying companies have compelling valuations for long-term investors.Intel's (INTC 1.98%) stock price jumped over 22% on Thursday after Nvidia (NVDA -2.79%) announced a $5 billion investment in the chip manufacturer and a technological collaboration between the two companies. Nvidia stock rose 3.5% on the day because the collaboration could accelerate its data center and personal computing growth. Nvidia got a great deal for Intel -- only paying $23.28 per share, which is lower than the stock' ...

Group 1 - ASML Holding N.V. is recognized as one of the best long-term technology stocks to invest in, with a price target raised from EUR724 to EUR941 by Bank of America Securities while maintaining a Buy rating [1] - The partnership between Nvidia and Intel, where Intel is investing $5 billion, is expected to enhance Intel's competitiveness in data centers and PCs, benefiting ASML as it sells essential lithography machines for chip production [2] - The revenue forecast for ASML in 2027 has been increased to EUR39.2 billion from EUR35.8 billion, indicating anticipated higher sales of extreme ultraviolet and high-NA systems to Intel and SK Hynix [2] Group 2 - ASML develops and sells advanced semiconductor equipment for computer chip manufacturing, highlighting its potential as an investment [3] - There are suggestions that certain AI stocks may offer greater upside potential and less downside risk compared to ASML, indicating a competitive landscape in the tech investment space [3]

Group 1 - TSMC and Intel saw stock increases of over 4% [1] - Micron Technology and ASML experienced nearly 2% gains [1] - Nvidia faced a decline of over 2% [1]

ASML Holding NV ASML has made a significant leap in its quality ranking, moving decisively within the top echelon of global stocks, as highlighted by the most recent quality percentile data.According to an Invezz report summarizing Bank of America's latest outlook, the catalyst for this move is the recent $5 billion agreement between Intel Corp. INTC and Nvidia Corp. NVDA, with ASML poised to be a major beneficiary. ASLM Leaps In Top Decline Of Quality RankingsAccording to Benzinga Edge Stock Rankings repor ...

Core Viewpoint - ASML's stock has risen nearly 25% in the last month, recovering from a decline after its Q2 earnings report, which raised concerns about demand for 2026 [2] Group 1: Company Overview - ASML is a leading company in the semiconductor equipment sector, specializing in manufacturing advanced tools, particularly extreme ultraviolet (EUV) lithography machines, essential for producing cutting-edge chips [3] - The company's technology is crucial for maintaining Moore's Law, allowing for increased transistor density and enhanced computing capabilities [3] Group 2: Market Dynamics - A recent U.S.-EU trade agreement exempted semiconductor production equipment from tariffs, alleviating concerns for ASML's stock [4] - Investment in AI is driving robust demand for high-performance semiconductors, with major companies like Nvidia and Broadcom experiencing significant growth [5] - ASML's largest customer, TSMC, reported a 37% year-over-year revenue increase through August 2025, driven by advanced nodes like 3nm and 5nm [5] Group 3: Financial Performance - ASML's stock is currently trading at 36 times projected FY2025 earnings, with revenues expected to grow by 14% this year [6] - The company recorded net bookings of €5.5 billion ($6.4 billion), exceeding expectations by approximately 25%, and has a historic backlog of €33 billion ($38 billion) [6] - Current orders reflect strong customer confidence, with lead times of 12 to 18 months, suggesting favorable prospects for future revenue growth [6]

Group 1 - ASML Holding N.V. has been upgraded by Morgan Stanley to "Overweight" from "Equal Weight" with a price target of €950, indicating early signs of improvement for the company [1][2] - Earnings forecasts for ASML have been significantly revised downwards since peaking in July 2024, with a notable impact on the share price, which has decreased by 45% from peak to trough [1] - The upgrade reflects expectations of positive earnings revisions and a cyclical recovery, with FY27 estimated EPS potentially reaching €33, which is 8% above consensus [2] Group 2 - Order momentum for ASML is expected to build before the end of 2025, with deliveries anticipated in late 2026 and 2027 [2] - Despite a recent rally in share price, it is believed that the current valuation still reflects challenges such as flat layer count, weak performance in China, and minimal sales from major clients like Intel and Samsung [2]

从左至右：20nm 间距线结构，11nm 和 13nm 尖到尖 CD，以及 18nm 间距和 16nm 尖到尖。 它一直与光刻设备公司 AMSL 合作。 公众号记得加星标⭐️，第一时间看推送不会错过。 比利时研究实验室 Imec 在加利福尼亚州蒙特雷举行的"SPIE 光掩模技术 + EUV 光刻"会议上展示了 单次印刷高数值孔径 EUV 光刻技术的进展： " 我 们 实 现 了 20 纳 米 和 18 纳 米 间 距 的 钌 线 ， 包 括 15 纳 米 的 尖 端 结 构 和 低 电 阻 功 能 互 连 ， "Imec 表 示。"对于20纳米间距的金属化线结构，获得了100%的电气测试良率。" 该成果部分由欧盟的"NanoIC"试验线实现，并将在会议论文 13686-4"干光刻胶在High NAEUV 光 刻中向下一代线空间图案化的进展"中发表。 Imec 规模化副总裁 Steven Scheer 表示："ASML-imec 高数值孔径 EUV 联合实验室在费尔德霍芬 正式启用后，imec 及其合作伙伴生态系统在推动光刻技术发展和推动行业迈入埃时代方面取得了长 足进步。此次展示的成果标志着一个新的里程碑，彰 ...