Semiconductor News & Analysis Feed

ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026

ASML’s, Crown ASML’s €674B Crown Prompts a Breather, but EUV Capacity Breakthrough Lifts Analyst Targets 05.06.2026 - 16:06:06 | boerse-global.de ASML briefly became Europe's most valuable company with a $674B market cap, then fell 4% on profit-taking. But strong AI chip demand, production capacity ramp, and analyst upgrades underline its dominance. ASML’s - ASML’s €674B Crown Prompts a Breather

Infineon, Charges Infineon Charges Past Dot-Com Record as Conference Sparks Rally, Analyst Targets Diverge 28.05.2026 - 16:35:53 | boerse-global.de Infineon shares surged past €79, topping the dot-com era record, after management's upbeat outlook on AI and automotive market share gains sparked analyst upgrades and heavy trading volume. Infineon Charges Past Dot-Com Record as Conference Sparks Ra

ASMLs, Taiwan ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing 25.05.2026 - 19:11:47 | boerse-global.de ASML accelerates Taiwan hiring to 1,000 as AI chip demand drives record revenue, stock up 44% YTD, and High-NA EUV lithography moves to volume production. ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing - Foto: über

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