Key Points Nvidia and ASML offer the opportunity to invest in different areas of the AI industry. ASML expects 15% year-over-year sales growth in 2025 despite export controls on sales to China. Strong demand for Nvidia's Blackwell AI chip helped its revenue soar in the fiscal second quarter. 10 stocks we like better than Nvidia › The secular trend of artificial intelligence provides plenty of investment opportunities. Semiconductor chip leader Nvidia (NASDAQ: NVDA) is a prominent stock choice. An ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月24日消息，据韩媒报道，SK 海力士计划在未来两年内新购置约 20 台 ASML 的 EUV 光 刻系统。 考虑到 SK 海力士目前持有约 20 台用于研发和生产的 EUV 机台，这意味着 这家存储巨头 对此类设备的保有规模将在两年内翻倍 。 EUV设备价格极其高昂，每台价值在3000亿至5000亿韩元之间，且全球仅荷兰ASML一家能够生产。按 单价计算，SK海力士此次投资规模预计至少在6万亿韩元以上。 这些设备将被陆续引进并分布安装在清州M15X工厂和利川M16工厂。M15X计划在今年底投产，将率 先配置EUV设备；M16则会根据工艺转换（Tech Migration）的路线图逐步引入。 一位熟悉情况的业内人士透露："SK海力士正在考虑提前启动新的EUV生产线，并与ASML保持紧密协 商，以加快设备交付速度。" 在 SK 海力士的两大业务领域中，内存端的 EUV 光刻工艺早已随着 2021 年的 1a nm DRAM 实现商业化，EUV 的应用规模也在随着内存世代演进稳步提升。 而由于 AI ...

I am a retired quant with a PhD in mechanical engineering. I started off my professional career as an engineer and eventually transitioned into a hybrid developer/quantative analyst role at the investment arm of one of the nation's largest insurance companies.I ended my career as a fixed income specialist, with a strong focus on developing mathematical models for the trading desk. Our investment arm consistently outperformed industry averages and ranks among the top global asset managers for fixed income ma ...

These dividend-paying companies have compelling valuations for long-term investors.Intel's (INTC 1.98%) stock price jumped over 22% on Thursday after Nvidia (NVDA -2.79%) announced a $5 billion investment in the chip manufacturer and a technological collaboration between the two companies. Nvidia stock rose 3.5% on the day because the collaboration could accelerate its data center and personal computing growth. Nvidia got a great deal for Intel -- only paying $23.28 per share, which is lower than the stock' ...

​ASML Holding N.V. (NASDAQ:ASML) is one of the Best Technology Stocks to Invest in for the Long Term. On September 19, Bank of America Securities raised the price target on ASML Holding N.V. (NASDAQ:ASML) from EUR724 to EUR941, while maintaining a Buy rating on the stock. ​The rating comes after the tech giant Nvidia announced its partnership with Intel, where Intel is investing $5 billion in Nvidia and will supply custom CPUs for AI infrastructure. The firm believes that this partnership will make Intel ...

格隆汇9月23日｜台积电、 英特尔涨超4%，美光科技 、阿斯麦涨近2%，英伟达逆势跌超2%。 ...

ASML Holding NV ASML has made a significant leap in its quality ranking, moving decisively within the top echelon of global stocks, as highlighted by the most recent quality percentile data.According to an Invezz report summarizing Bank of America's latest outlook, the catalyst for this move is the recent $5 billion agreement between Intel Corp. INTC and Nvidia Corp. NVDA, with ASML poised to be a major beneficiary. ASLM Leaps In Top Decline Of Quality RankingsAccording to Benzinga Edge Stock Rankings repor ...

公司股价表现 - 公司股价在过去一个月上涨近25% 从7月Q2财报后下跌中反弹[2] - 当前股价交易于2025财年预期收益的36倍 略高于行业水平[6] 技术优势与行业地位 - 公司生产全球最先进的极紫外光刻(EUV)设备 用于制造5纳米及以下尖端芯片[3] - EUV技术通过超短光波长在硅片上雕刻精细电路 对延续摩尔定律至关重要[3] - 公司在半导体生态系统中具有独特功能 是芯片制造价值链的核心环节[2] 需求驱动因素 - AI投资保持强劲 训练复杂模型推动高性能半导体需求[5] - 主要客户正增加EUV产能以满足AI芯片需求[5] - 四大科技公司(亚马逊 字母表 微软 Meta)本财年资本支出可能达3640亿美元[5] - 最大客户台积电2025年前八月营收同比增长37% 主要来自3nm和5nm先进制程[5] 订单与财务表现 - 上季度净预订额55亿欧元(64亿美元) 超预期约25%[6] - 未完成订单达330亿欧元(380亿美元) 创历史纪录[6] - 设备交付周期12-18个月 当前订单能反映2026年客户信心[6] - 2025年营收预计增长14%[6] 贸易政策环境 - 美欧贸易协定使半导体生产设备免除关税 缓解了公司股票的重大担忧[4]

ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus on Wall Street. On September 22, Morgan Stanley upgraded the stock to “Overweight” from Equal Weight with a price target of €950. The firm sees “early signs of improvement” for ASML. “Since peaking last year (Jul’24), earnings forecasts have been revised significantly downwards for ASML, as is typical in a downcycle, with a marked effect on the share price (down 45% peak to trough).” The firm said its upgrade is a reflection of positive ea ...

从左至右：20nm 间距线结构，11nm 和 13nm 尖到尖 CD，以及 18nm 间距和 16nm 尖到尖。 它一直与光刻设备公司 AMSL 合作。 公众号记得加星标⭐️，第一时间看推送不会错过。 比利时研究实验室 Imec 在加利福尼亚州蒙特雷举行的"SPIE 光掩模技术 + EUV 光刻"会议上展示了 单次印刷高数值孔径 EUV 光刻技术的进展： " 我 们 实 现 了 20 纳 米 和 18 纳 米 间 距 的 钌 线 ， 包 括 15 纳 米 的 尖 端 结 构 和 低 电 阻 功 能 互 连 ， "Imec 表 示。"对于20纳米间距的金属化线结构，获得了100%的电气测试良率。" 该成果部分由欧盟的"NanoIC"试验线实现，并将在会议论文 13686-4"干光刻胶在High NAEUV 光 刻中向下一代线空间图案化的进展"中发表。 Imec 规模化副总裁 Steven Scheer 表示："ASML-imec 高数值孔径 EUV 联合实验室在费尔德霍芬 正式启用后，imec 及其合作伙伴生态系统在推动光刻技术发展和推动行业迈入埃时代方面取得了长 足进步。此次展示的成果标志着一个新的里程碑，彰 ...