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 PRESS RELEASE

Applied Materials Unveils Transistor and Wiring Innovations for Faster...

Applied Materials Unveils Transistor and Wiring Innovations for Faster AI Chips New chipmaking systems boost the energy-efficient performance of Gate-All-Around transistors and wiring at 2nm and beyondViva™ pure radical treatment smoothens GAA silicon nanosheets with atomic-level precision to increase transistor performanceSym3™ Z Magnum™ conductor etch system delivers angstrom-level 3D trench profile control to increase silicon nanosheet uniformity and performanceSpectral™ atomic layer deposition system replaces today’s tungsten transistor contacts with molybdenum, a new contact metal that...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value2-Feb-2620,957€1,192.95€25,000,6673-Feb-2620,544€1,216.94€25,000,7334-Feb-2621,230€1,177.57€24,999,7155-Feb-2621,795€1,145.40€24,964,0646-Feb-2621,504€1,164.26€25,036,165 ASML’s current share buyback program was announced on 28 January 2026, and d...

Research Department
  • Research Department

INFORME DIARIO 05 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL, IAG, INDRA, SANTANDER, SECTOR AUTOPISTAS. EUROPA: ASML, BNP. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Estabilización de los mercados El Ibex no tiene techo Jornada positiva en las bolsas europeas de la mano de los resultad...

Pierre FerraguÊ
  • Pierre FerraguÊ

Anticipating the memory supply-demand balance of 2026, on a single sli...

In our Micron initiation in 2022, we introduced a unique framework to track memory supply and demand, based on COGS and PPE. In today’s one-slider, we update our view on memory supply-demand balance for 2026.

Pierre FerraguÊ
  • Pierre FerraguÊ

Where is the cost of HBM going ? A perspective on a single slide

We publish today a single slide on how we expect the cost and price of HBM to evolve in the next few years. Link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value29-Jan-2621,500€1221.13€26,254,24130-Jan-2619,686€1206.22€23,745,621 ASML’s current share buyback program was announced on 28 January 2026, and details are available on our website at This regular update of the transactions conducted under the b...

ASML Holding NV: 3 directors

Three Directors at ASML Holding NV sold 3,700 shares at between 1,225.000EUR and 1,300.000EUR. The significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ov...

Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg

ASML/Early innings of AI investment wave/BUY

ASML reported exceptionally strong order intake in 4Q25. On top of that we have seen significant incremental positive newsflow, especially around AI for both logic and memory underpinning robust semiconductor equipment demand in the coming years. We reiterate our BUY rating and raise our target price to €1,500 (up from €1,350).

Pierre FerraguÊ
  • Pierre FerraguÊ

Samsung & Hynix 4Q25: Implications for memory & Micron

Samsung and Hynix reported this week. Please see the link for our take on the read-through for Micron and the broader memory market

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/ASML, KPN, Aroundtown

KPN reports solid FY25 results / ASML reports record full-year results / Aroundtown new hybrid and tender

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