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Nvidia Supplier ASML Soars In Quality Rankings As BofA Sees It Winning Big From $5 Billion Intel-Nvidia Deal - Intel (NASDAQ:INTC), ASML Holding (NASDAQ:ASML)
Benzinga· 2025-09-23 12:48
Core Insights - ASML Holding NV has significantly improved its quality ranking, moving from a percentile score of 88.78 to 91.42, reflecting a gain of 2.64 percentage points, indicating enhanced operational efficiency and financial health [2][4] - The recent $5 billion agreement between Intel Corp. and Nvidia Corp. is expected to drive demand for ASML's advanced lithography systems, positioning the company as a major beneficiary of this partnership [1][5][6] Performance Metrics - ASML's stock has shown a strong price trend across short, medium, and long terms, although its value ranking remains relatively poor [3] - Year-to-date, ASML's stock has increased by 36.75% and 19.20% over the past year, despite a slight decline of 0.93% in premarket trading on Tuesday [8] Market Context - The collaboration between Intel and Nvidia is anticipated to boost capital investment in chipmaking, aligning with ASML's growing demand profile as U.S. chip foundries ramp up production for next-generation chips [7] - The quality ranking is based on a percentile comparison of operational efficiency and financial health, which includes profitability metrics and core business fundamentals against industry peers [4]