ASML：别忘了 DUV 光刻机，评级 “跑赢大盘”

EU Semiconductors ASML Holding NV Rating Outperform Price Target ASML.NA 1,400.00 EUR (1,300.00 OLD) ASML 1,642.00 USD (1,528.00 OLD) ASML: Don't forget DUV. Outperform We find the DUV upside for ASML is currently overlooked. Investors usually focus more on the EUV forecasts, as it's driving leading edge node migration and growing much faster than DUV. However, in the current semiconductor landscape, where capacity expansion in advanced logic and DRAM is accelerating, increase in EUV shipments inherently re ...