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ASML Stock Rises on Intel-Nvidia Partnership and Analyst Optimism

ASML Stock Rises on Intel-Nvidia Partnership and Analyst Optimism

Published:
2025-09-18 19:59:01
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BTCCSquare news:

ASML shares surged 7% following news of a $5 billion investment and partnership between Intel and Nvidia, signaling renewed confidence in the semiconductor sector. The deal, though not directly tied to Intel Foundry, is expected to revitalize Intel's position and subsequently boost demand for ASML's cutting-edge lithography systems.

Analysts responded swiftly, with one firm raising its price target on ASML from $724 to $941. The upgrade reflects broader Optimism about semiconductor equipment demand as industry heavyweights like TSMC increase capital expenditures. ASML's recent €1.3 billion stake in Mistral AI further demonstrates its strategic positioning at the nexus of AI and advanced chip manufacturing.

|Square

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