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Why Morgan Stanley still believes this giant is the best bet in semiconductors

Sat, 25 Jul 2026 10:00:00 -0400

Investor decisions in recent weeks have been characterised by nervousness due to the weakness in DRAM bellwethers and broader fragility in names associated with the ongoing AI capex uptrend, says Morgan Stanley. Against this backdrop, firm analysts have identified a company that is the best bet in semiconductors, and they are expecting it to at least outperform the group.

ASML Holding NV (AMS: ASML) (NASDAQ: ASML) delivered a stellar Q2 print and has strong fundamentals, though the stock did not trade up following earnings.

However, Morgan Stanley analysts note that management has taken a confident tone. At a post-print virtual fireside chat,

Why Morgan Stanley still believes this giant is the best bet in semiconductors

Sat, 25 Jul 2026 10:00:00 -0400

ASML Holding NV (AMS: ASML) (NASDAQ: ASML) delivered a stellar Q2 print and has strong fundamentals, though the stock did not trade up following earnings.

However, Morgan Stanley analysts note that management has taken a confident tone. At a post-print virtual fireside chat,

Why Morgan Stanley still believes this giant is the best bet in semiconductors

Sat, 25 Jul 2026 10:00:00 -0400

ASML Holding NV (AMS: ASML) (NASDAQ: ASML) delivered a stellar Q2 print and has strong fundamentals, though the stock did not trade up following earnings.

However, Morgan Stanley analysts note that management has taken a confident tone. At a post-print virtual fireside chat,

Why Morgan Stanley still believes this giant is the best bet in semiconductors

Sat, 25 Jul 2026 10:00:00 -0400

ASML Holding NV (AMS: ASML) (NASDAQ: ASML) delivered a stellar Q2 print and has strong fundamentals, though the stock did not trade up following earnings.

However, Morgan Stanley analysts note that management has taken a confident tone. At a post-print virtual fireside chat,

Bernstein on TSM (TSMC): 'This Very Strong Print Should Set a Positive Tone For the Season'

Fri, 16 Jan 2026 08:07:49 -0400

Bernstein SocGen Group analyst Mark Li reiterated an Outperform rating and $330.00 price target on TSM (: TSMC).

The analyst commented: "High expectations but still a strong beat; TSMC is “very nervous”, but we will give TSMC the benefit of the doubt & also assume AI demand is real. Raising 2026 capex to US$52-56B from US$41B last year would be a "big disaster" if not done carefully, TSMC admitted. We believe AI demand acceleration happened not long ago but TSMC has been talking to customers & customers' customers over the past 3-4 months to gain their confidence. TSMC thus raised AI

Bernstein: 'TSM (TSMC) Is Our Top Pick'

Fri, 02 Jan 2026 08:37:02 -0400

Bernstein SocGen Group analyst Mark Li reiterated an Outperform rating and $330.00 price target on TSM (: TSMC).

The analyst commented: "TSMC is out Top Pick, in light of its quality, risk and undemanding valuation; With no meaningful challenger in sight, TSMC is the de facto producer of XPUs, and hence one of the primary beneficiaries of AI growth. We project AI and TSMC’s leadership in advanced technologies broadly to propel TSMC to expand its revenue (in US$) by 23% in 2026 and 20% in 2027 (Exhibit 11). More benign FX and better cost control will also alleviate the cost burden

Bernstein: 'Can a Start-Up Challenge ASML Inc. (ASML) and TSMC'

Wed, 29 Oct 2025 07:53:06 -0400

Bernstein SocGen Group analyst David Dai reiterated a Market Perform rating and $935.00 price target on ASML Inc. (NASDAQ: ASML).

The analyst commented: "Can a start-up challenge ASML and TSMC with radical lithography tool? According to news reports, a Silicon Valley start-up claims to have developed a radically cheaper semiconductor manufacturing method by using a proprietary particle accelerator and compact lithography machine, and it has demonstrated 12nm features with a custom Xray light source. We provide our views below.

X-ray lithography? While this might be a new idea to many investors today, people who have been in the field long enough would

Bernstein: 'Can a Start-Up Challenge ASML Inc. (ASML) and TSMC'

Wed, 29 Oct 2025 07:53:06 -0400

Bernstein SocGen Group analyst David Dai reiterated a Market Perform rating and $935.00 price target on ASML Inc. (NASDAQ: ASML).

X-ray lithography? While this might be a new idea to many investors today, people who have been in the field long enough would

Trump considering tariffs on foreign electronic based on number of chips - Reuters

Fri, 26 Sep 2025 15:58:52 -0400

(Updated - September 26, 2025 3:58 PM EDT)