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Bank of America analyst Didier Scemama said in a research report that ASML Holding's advanced chip manufacturing equipment is gaining momentum after TSMC and Samsung Electronics said they plan to adopt their high numerical aperture technology on a large scale in the next few years. Scemama notes that these announcements together indicate that the technology is moving from the development stage to wider manufacturing applications in the field of logic and memory chips. At the same time, the announcement of cooperation between ASML and TSMC to switch to larger photomasks is also beneficial, which should increase productivity, reduce chip manufacturing costs, and eliminate splicing restrictions. ASML shares rose 1.5% to €1,523.00.
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Bank of America analyst Didier Scemama said in a research report that ASML Holding's advanced chip manufacturing equipment is gaining momentum after TSMC and Samsung Electronics said they plan to adopt their high numerical aperture technology on a large scale in the next few years. Scemama notes that these announcements together indicate that the technology is moving from the development stage to wider manufacturing applications in the field of logic and memory chips. At the same time, the announcement of cooperation between ASML and TSMC to switch to larger photomasks is also beneficial, which should increase productivity, reduce chip manufacturing costs, and eliminate splicing restrictions. ASML shares rose 1.5% to €1,523.00.
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