Hopper58 schreef op 16 juli 2024 13:00:
Expected To Beat Estimates With Over $5B In Orders During Q2 Thanks To Rising AI Chip Demand
Robust orders from TSMC for ASML’s EUV product line.
ASML has been highlighted as a top pick in the European semiconductor equipment sector.
Analysts have pointed out its crucial role in AI infrastructure, which is expected to drive multiple expansions.
Increased demand for EUV tools and higher gross margins, have led to optimistic revenue and earnings projections for the coming years.'