ASML Stock: Named Top European Semiconductor Pick for 2026

TLDR Bernstein lifts ASML rating to Outperform from Market Perform and increases price target to €1,300 from €800 Leading DRAM producers set to add 250,000 wafers per month of new capacity in 2026 New 1c DRAM node requires 28% lithography intensity versus 20-24% for older nodes TSMC boosting 3nm production capacity to 180-200,000 wafers monthly [...]

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