BUZZ-Bernstein upgrades ASML and taps it top pick amid global memory bottleneck
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Bernstein has upgraded ASML to "outperform" from "market perform" and named it a top pick among European semiconductors, citing expected capacity expansions at memory chipmakers in 2026. The stock rose about 4% following the announcement. The demand from AI data centers is creating a global supply crunch, benefiting ASML as major memory manufacturers like Samsung, Micron, and SK Hynix ramp up their advanced processes, which require ASML's EUV lithography tools. Bernstein anticipates significant growth for ASML in 2026 and 2027, driven by rising demand from TSMC.
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