{"id":94687,"date":"2025-12-01T16:50:22","date_gmt":"2025-12-01T16:50:22","guid":{"rendered":"https:\/\/www.europesays.com\/se\/94687\/"},"modified":"2025-12-01T16:50:22","modified_gmt":"2025-12-01T16:50:22","slug":"asml-favorit-i-sektorn-vat-group-ocksa-gynnade","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/94687\/","title":{"rendered":"ASML FAVORIT I SEKTORN, VAT GROUP OCKS\u00c5 GYNNADE"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">STOCKHOLM (Nyhetsbyr\u00e5n Direkt) Analytiker fr\u00e5n den amerikanska banken JP Morgan sp\u00e5r en fler\u00e5rig uppg\u00e5ng f\u00f6r halvledarsektorns utrustningstillverkare, och s\u00e4tter den nederl\u00e4ndska litografimaskinstillverkaren ASML som toppval, rapporterar Investing.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">JP Morgans analytiker sp\u00e5r att utrustning f\u00f6r halvledartillverkning blir det starkaste segmentet 2026, n\u00e4r cykeln f\u00f6r minneschip v\u00e4nder upp\u00e5t. Spotpriserna p\u00e5 DRAM har stigit mer \u00e4n fyrfaldigt sedan i september och nu \u00e4r det &#8221;en fr\u00e5ga om n\u00e4r, inte om&#8221; halvledarbolagens kapitalinvesteringar \u00f6kar kraftigt.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Utbyggnaden av s\u00e5 kallade &#8221;clean rooms&#8221; begr\u00e4nsar hur snabbt producenterna kan ut\u00f6ka kapaciteten, vilket bidrar till att banken ser en fler\u00e5rig cykel str\u00e4cka sig in i 2027 och 2028, d\u00e4r ASML v\u00e4ntas bli den f\u00f6rsta stora vinnaren med en markant ordering\u00e5ngs\u00f6kning fr\u00e5n och med slutet av 2025 och genom 2026, drivet av minnesrelaterad efterfr\u00e5gan.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Schweiziska VAT Group, en konkurrent till Atlas Copco inom omr\u00e5det vakuum, ASM, och BE Semiconductor bed\u00f6ms haka p\u00e5 den n\u00e4mnda ordering\u00e5ngs\u00f6kningen under senare del av cykeln.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">B\u00f6rsredaktionen Nyhetsbyr\u00e5n Direkt<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">+46 8 5191 7911<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">borsdesken.direkt@direkt.se<\/p>\n","protected":false},"excerpt":{"rendered":"STOCKHOLM (Nyhetsbyr\u00e5n Direkt) Analytiker fr\u00e5n den amerikanska banken JP Morgan sp\u00e5r en fler\u00e5rig uppg\u00e5ng f\u00f6r halvledarsektorns utrustningstillverkare, och&hellip;\n","protected":false},"author":2,"featured_media":77249,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,34,31,33,32,30],"class_list":{"0":"post-94687","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-economy","10":"tag-ekonomi","11":"tag-se","12":"tag-svenska","13":"tag-sverige","14":"tag-sweden","15":"tag-swedish"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115645344842985326","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/94687","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=94687"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/94687\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/77249"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=94687"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=94687"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=94687"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}