ASML Capacity Growth Plans Signal Long-Term Confidence<\/p>\n
Morningstar analyst Javier Correonero said ASML is preparing for a major expansion of its semiconductor equipment manufacturing capacity by 2028 as demand for advanced chipmaking technology remains strong.\u00a0<\/p>\n
The analyst believes ASML will continue to dominate the semiconductor equipment market because major chipmakers like TSMC, Intel, and Samsung have already built factories around ASML\u2019s EUV technology.\u00a0<\/p>\n
Since competitors have not been able to match ASML\u2019s technology, the company is expected to maintain its leadership position for the next decade or longer.<\/p>\n
What ASML Retail Traders Are Saying\u00a0<\/p>\n
On Stocktwits, retail sentiment around the stock remained in \u2018extremely bullish\u2019 territory. The stock saw a whopping 2,800% jump in message volume over the last week with 1.7% gain in watchers.\u00a0<\/p>\n
A user\u00a0said<\/a>, \u201cSlamming the zero-growth bear case!\u00a0$ASML<\/a> smashes earnings & hikes guide again. Last year, the consensus was bracing for “flat to zero growth”… but lithography giant\u00a0$ASML<\/a> just proved why it’s the ultimate gatekeeper of tech!\u201d<\/p>\n Another user\u00a0said<\/a>, \u201cThe AI infrastructure buildout is creating bottlenecks everywhere \u2014 from lithography equipment to advanced foundry capacity to high-bandwidth memory.\u00a0<\/p>\n The market may debate valuations, but the physical demand for AI compute continues to expand. The key question is not whether AI investment exists \u2014 it\u2019s who captures the most value across the supply chain.\u201d\u00a0\u00a0<\/p>\n ASML stock has gained over 69% year-to-date.\u00a0<\/p>\n Also See:\u00a0AAPL Stock Tops Nasdaq\u2019s Modest Gains: Analyst Says Siri Finally Shows \u2018AI Chops\u2019 In iOS 27 Beta<\/a><\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n
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