Tag: semiconductor equipment
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No AI Semiconductors Without ASML? Analysis of EUV Monopoly Power and 2026 Earnings and Stock Price Forecasts
ASML (ASML) 12-month baseline target price $1,950 (approx. 3,008,850 KRW) · Investment opinion: Hold. We analyze the world's No. 1 semiconductor equipment company, which raised its 2026 revenue guidance to €36–40B driven by its dominance in EUV and High-NA lithography and demand for AI chips. Base exchange rate: 1 USD = 1,543 KRW (2026-06-26).