ASML Stock: Why Analysts Love This Chipmaker Despite the Dip

TLDR Kate McShane from Goldman Sachs reaffirms Buy rating on ASML stock following December 16 roadshow analysis Memory market constraints and AI infrastructure build-out drive sustained lithography equipment demand into 2026 EUV layer expansion temporarily halted at gate-all-around node but poised for acceleration after transition Stock fell 4-5% to 881-882 euros on December 18 from [...]

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