ASML's high numerical aperture equipment adopted by TSMC and Samsung pushes stock price up by 1.5%
智通财经2026/09/08 12:11Show original
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Bank of America analyst Didier Scemama stated in a research report that ASML Holding's advanced chip manufacturing equipment is gaining strong momentum after TSMC and Samsung Electronics announced plans to adopt its high numerical aperture technology on a large scale in the coming years. Scemama pointed out that these announcements collectively indicate that the technology is moving from the development stage into broader manufacturing applications in the logic and memory chip sectors. At the same time, the announcement of ASML's collaboration with TSMC to transition to larger photomasks is also positive news, as it should increase productivity, reduce chip manufacturing costs, and eliminate stitching limitations. ASML's share price rose 1.5% to €1,523.00.
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