2026 Q2 -tulosraportti
30 päivää sitten
‧11 min
1,88 EUR/osake
Viimeisin osinko
0,50%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 14.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 15.7. | ||
Vuosittainen yhtiökokous 2026 22.4. | ||
2026 Q1 -tulosraportti 15.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 15.10.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenNews: Wall Street significantly raises price targets Finbold writes today that both Bank of America and Bernstein have significantly raised their price targets for ASML: BofA price target: 2.831 USD (≈ 2.600 EUR) Bernstein price target: 2.859 USD (≈ 2.630 EUR) Both banks maintain Buy and say that: Lithography is the most important bottleneck in AI‑chip production.” “ASML’s position is becoming more valuable, not less.” This is a direct reason for today's increase.
·6.8. · MuokattuA little about Space X and Tesla's enormous TERAFAB planned in Texas and its estimated impact for ASML (with AI): 1. Estimate of the number of ASML machines Neither Elon Musk nor ASML has published the exact tool count for competitive reasons, but based on the facility's dimensions and the semiconductor industry's analyses, the scope is enormous: * High-NA EUV machines (ASML Twinscan EXE-series): To produce chips at 1.4 nanometers (Intel's 14A process), ASML's most advanced High-NA EUV lithography machines are required. Analysts estimate that Terafab will need between 15 and 30 High-NA EUV machines to reach its volume targets. Each of these machines has a price tag of over $350–400 million dollars (approx. 3.5–4 billion NOK per unit). * Standard EUV and DUV (NXE- & Immersion-series): In addition, dozens of standard Low-NA EUV and DUV machines are needed for chip layers that do not require the very finest resolution, as well as for integrated memory production. * Capacity increase at ASML: ASML confirmed in its Q2 report that they are scaling up their total production capacity for EUV and DUV machines by 30 % in 2027 and 2028, specifically based on the dialogue and the expected order volumes from the Terafab project. 2. The timeline for development and production The project follows a two-stage model to reduce the risk of building one of the world's largest chip facilities from scratch: 2026 (Now) 2027 2028 2030 |-------------------|-------------------|-------------------| Pilot facility ASML EUV Deliveries Commercial Start Full Scale (Austin, TX) & Equipment in Grimes Co (1.4nm / 14A) (1 Terawatt) Phase 1: Pilot facility (Austin, Texas) * 2026 (Second half): Establishment of the pilot line at Tesla's existing Gigafactory in Austin. Test production and validation of Tesla's AI5 chip in smaller batches. * 2027: Scaling of pilot production in Austin to supply the first test series of Tesla's self-driving and SpaceX's satellite processors. Phase 2: Full-scale Giga-complex (Grimes County, Texas) * 2026–2027 (Construction): SpaceX has taken the lead in the construction of the massive 10 million square meter facility in Grimes County. * 2027–2028 (ASML deliveries): Installation of lithography equipment from ASML. ASML's EUV capacity for 2027 is practically sold out, which means that the first High-NA EUV machines are planned to be delivered and calibrated throughout 2027 and into 2028. * 2028 (First commercial operation): The factory is scheduled to start its first real volume production of 1.4 nm (14A) processors. * 2030 (Full capacity): The goal is for the combined complex to produce over 1 Terawatt (1 billion watts) of annual AI computing power for Tesla, SpaceX, and xAI by 2030.Thanks for your review — it actually hits very precisely how both Dutch media and analysts see the situation. I especially agree with your four main points: – The boomerang‑effect of the sanctions is real, and the Netherlands is in a difficult geopolitical squeeze. – Technologically, China is still far from ASML’s EUV‑level, and 5–20 DUV‑machines are prototypes, not mass production. – DUV‑revenues in China are an important cash cow, so it makes sense that the market reacts strongly. – The political timing with the MATCH Act and the CXMT‑IPO is remarkable. I see it as a combination of real risk on the DUV‑side and geopolitical timing, while ASML’s EUV‑monopoly and High‑NA‑plans still stand completely intact.
·3.8.Should one choose this in EUR or ASML in USD for their Danish brokerage account?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
30 päivää sitten
‧11 min
1,88 EUR/osake
Viimeisin osinko
0,50%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenNews: Wall Street significantly raises price targets Finbold writes today that both Bank of America and Bernstein have significantly raised their price targets for ASML: BofA price target: 2.831 USD (≈ 2.600 EUR) Bernstein price target: 2.859 USD (≈ 2.630 EUR) Both banks maintain Buy and say that: Lithography is the most important bottleneck in AI‑chip production.” “ASML’s position is becoming more valuable, not less.” This is a direct reason for today's increase.
- ·6.8. · MuokattuA little about Space X and Tesla's enormous TERAFAB planned in Texas and its estimated impact for ASML (with AI): 1. Estimate of the number of ASML machines Neither Elon Musk nor ASML has published the exact tool count for competitive reasons, but based on the facility's dimensions and the semiconductor industry's analyses, the scope is enormous: * High-NA EUV machines (ASML Twinscan EXE-series): To produce chips at 1.4 nanometers (Intel's 14A process), ASML's most advanced High-NA EUV lithography machines are required. Analysts estimate that Terafab will need between 15 and 30 High-NA EUV machines to reach its volume targets. Each of these machines has a price tag of over $350–400 million dollars (approx. 3.5–4 billion NOK per unit). * Standard EUV and DUV (NXE- & Immersion-series): In addition, dozens of standard Low-NA EUV and DUV machines are needed for chip layers that do not require the very finest resolution, as well as for integrated memory production. * Capacity increase at ASML: ASML confirmed in its Q2 report that they are scaling up their total production capacity for EUV and DUV machines by 30 % in 2027 and 2028, specifically based on the dialogue and the expected order volumes from the Terafab project. 2. The timeline for development and production The project follows a two-stage model to reduce the risk of building one of the world's largest chip facilities from scratch: 2026 (Now) 2027 2028 2030 |-------------------|-------------------|-------------------| Pilot facility ASML EUV Deliveries Commercial Start Full Scale (Austin, TX) & Equipment in Grimes Co (1.4nm / 14A) (1 Terawatt) Phase 1: Pilot facility (Austin, Texas) * 2026 (Second half): Establishment of the pilot line at Tesla's existing Gigafactory in Austin. Test production and validation of Tesla's AI5 chip in smaller batches. * 2027: Scaling of pilot production in Austin to supply the first test series of Tesla's self-driving and SpaceX's satellite processors. Phase 2: Full-scale Giga-complex (Grimes County, Texas) * 2026–2027 (Construction): SpaceX has taken the lead in the construction of the massive 10 million square meter facility in Grimes County. * 2027–2028 (ASML deliveries): Installation of lithography equipment from ASML. ASML's EUV capacity for 2027 is practically sold out, which means that the first High-NA EUV machines are planned to be delivered and calibrated throughout 2027 and into 2028. * 2028 (First commercial operation): The factory is scheduled to start its first real volume production of 1.4 nm (14A) processors. * 2030 (Full capacity): The goal is for the combined complex to produce over 1 Terawatt (1 billion watts) of annual AI computing power for Tesla, SpaceX, and xAI by 2030.Thanks for your review — it actually hits very precisely how both Dutch media and analysts see the situation. I especially agree with your four main points: – The boomerang‑effect of the sanctions is real, and the Netherlands is in a difficult geopolitical squeeze. – Technologically, China is still far from ASML’s EUV‑level, and 5–20 DUV‑machines are prototypes, not mass production. – DUV‑revenues in China are an important cash cow, so it makes sense that the market reacts strongly. – The political timing with the MATCH Act and the CXMT‑IPO is remarkable. I see it as a combination of real risk on the DUV‑side and geopolitical timing, while ASML’s EUV‑monopoly and High‑NA‑plans still stand completely intact.
- ·3.8.Should one choose this in EUR or ASML in USD for their Danish brokerage account?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 14.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 15.7. | ||
Vuosittainen yhtiökokous 2026 22.4. | ||
2026 Q1 -tulosraportti 15.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 15.10.2025 |
2026 Q2 -tulosraportti
30 päivää sitten
‧11 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 14.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 15.7. | ||
Vuosittainen yhtiökokous 2026 22.4. | ||
2026 Q1 -tulosraportti 15.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 15.10.2025 |
1,88 EUR/osake
Viimeisin osinko
0,50%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenNews: Wall Street significantly raises price targets Finbold writes today that both Bank of America and Bernstein have significantly raised their price targets for ASML: BofA price target: 2.831 USD (≈ 2.600 EUR) Bernstein price target: 2.859 USD (≈ 2.630 EUR) Both banks maintain Buy and say that: Lithography is the most important bottleneck in AI‑chip production.” “ASML’s position is becoming more valuable, not less.” This is a direct reason for today's increase.
- ·6.8. · MuokattuA little about Space X and Tesla's enormous TERAFAB planned in Texas and its estimated impact for ASML (with AI): 1. Estimate of the number of ASML machines Neither Elon Musk nor ASML has published the exact tool count for competitive reasons, but based on the facility's dimensions and the semiconductor industry's analyses, the scope is enormous: * High-NA EUV machines (ASML Twinscan EXE-series): To produce chips at 1.4 nanometers (Intel's 14A process), ASML's most advanced High-NA EUV lithography machines are required. Analysts estimate that Terafab will need between 15 and 30 High-NA EUV machines to reach its volume targets. Each of these machines has a price tag of over $350–400 million dollars (approx. 3.5–4 billion NOK per unit). * Standard EUV and DUV (NXE- & Immersion-series): In addition, dozens of standard Low-NA EUV and DUV machines are needed for chip layers that do not require the very finest resolution, as well as for integrated memory production. * Capacity increase at ASML: ASML confirmed in its Q2 report that they are scaling up their total production capacity for EUV and DUV machines by 30 % in 2027 and 2028, specifically based on the dialogue and the expected order volumes from the Terafab project. 2. The timeline for development and production The project follows a two-stage model to reduce the risk of building one of the world's largest chip facilities from scratch: 2026 (Now) 2027 2028 2030 |-------------------|-------------------|-------------------| Pilot facility ASML EUV Deliveries Commercial Start Full Scale (Austin, TX) & Equipment in Grimes Co (1.4nm / 14A) (1 Terawatt) Phase 1: Pilot facility (Austin, Texas) * 2026 (Second half): Establishment of the pilot line at Tesla's existing Gigafactory in Austin. Test production and validation of Tesla's AI5 chip in smaller batches. * 2027: Scaling of pilot production in Austin to supply the first test series of Tesla's self-driving and SpaceX's satellite processors. Phase 2: Full-scale Giga-complex (Grimes County, Texas) * 2026–2027 (Construction): SpaceX has taken the lead in the construction of the massive 10 million square meter facility in Grimes County. * 2027–2028 (ASML deliveries): Installation of lithography equipment from ASML. ASML's EUV capacity for 2027 is practically sold out, which means that the first High-NA EUV machines are planned to be delivered and calibrated throughout 2027 and into 2028. * 2028 (First commercial operation): The factory is scheduled to start its first real volume production of 1.4 nm (14A) processors. * 2030 (Full capacity): The goal is for the combined complex to produce over 1 Terawatt (1 billion watts) of annual AI computing power for Tesla, SpaceX, and xAI by 2030.Thanks for your review — it actually hits very precisely how both Dutch media and analysts see the situation. I especially agree with your four main points: – The boomerang‑effect of the sanctions is real, and the Netherlands is in a difficult geopolitical squeeze. – Technologically, China is still far from ASML’s EUV‑level, and 5–20 DUV‑machines are prototypes, not mass production. – DUV‑revenues in China are an important cash cow, so it makes sense that the market reacts strongly. – The political timing with the MATCH Act and the CXMT‑IPO is remarkable. I see it as a combination of real risk on the DUV‑side and geopolitical timing, while ASML’s EUV‑monopoly and High‑NA‑plans still stand completely intact.
- ·3.8.Should one choose this in EUR or ASML in USD for their Danish brokerage account?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt