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Morgan Stanley: Advanced Process Expansion Wave Could Drive Strongest Profit Growth in 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=1166060522","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166060522?lang=en_us&edition=fundamental","pubTime":"2026-01-16 16:35","pubTimestamp":1768552503,"startTime":"0","endTime":"0","summary":"Morgan Stanley stated that as the AI wave drives the capacity expansion of advanced processes and memory chips, ASML is standing at the starting point of its strongest profit cycle in history. On...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345774631.USD","LU0823434740.USD","LU1734074674.USD","LU0097036916.USD","IE0004445239.USD","ASML","IE00BD6J9T35.USD","LU0345774391.USD","LU0823434583.USD","LU2063271972.USD","BK4543","BK4585","BK4588","BK4147","03165"],"gpt_icon":1},{"id":"1105103943","title":"Chip Stocks Pop After TSMC's Earnings Beat Boosts Confidence in Industrywide Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1105103943","media":"Dow Jones","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105103943?lang=en_us&edition=fundamental","pubTime":"2026-01-16 06:50","pubTimestamp":1768517400,"startTime":"0","endTime":"0","summary":"A blowout investment forecast from TSMC was lifting the sector.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"8785e0a3cdf08a8b8d2191f881377390","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSM","SMH","LRCX","MU","SNDK","AMAT","AMD","STX","WDC","NVDA","KLAC","ASML"],"gpt_icon":0},{"id":"2603933857","title":"ASML Holding Raised to Outperform From Hold by KGI Securities","url":"https://stock-news.laohu8.com/highlight/detail?id=2603933857","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603933857?lang=en_us&edition=fundamental","pubTime":"2026-01-16 03:44","pubTimestamp":1768506240,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/ASML/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 15, 2026 14:44 ET (19:44 GMT)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":"77081ace4137501bece6f0c99fb0a698","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4543","IE00BD6J9T35.USD","LU0823434583.USD","LU0823434740.USD","BK4588","LU0345774631.USD","LU1734074674.USD","03165","LU0345774391.USD","BK4585","LU0097036916.USD","BK4147","ASML","IE0004445239.USD","LU2063271972.USD"],"gpt_icon":0},{"id":"2603984356","title":"ASML Positioned to Benefit From Healthy Wafer Fab Spending, Secular EUV Growth, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2603984356","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603984356?lang=en_us&edition=fundamental","pubTime":"2026-01-16 00:19","pubTimestamp":1768493996,"startTime":"0","endTime":"0","summary":"ASML  is positioned to benefit from healthy wafer fab equipment spending and secular growth in extreme ultraviolet lithography, RBC Capital Markets said as it initiated coverage of the stock.The brokerage said in a Wednesday research note that wafer fab equipment spending is expected to grow 7% in 2026 and 14% in 2027, driven by generative AI demand.RBC highlighted strong wafer demand across Advanced Logic, Memory and Advanced Packaging, with Memory spending likely to outpace Logic in 2026 and 2027.ASML has a backlog of 33 billion euros  at the end of Q3 of 2025, which should support at least mid-single-digit Systems growth in 2026.The Services segment is sustaining double-digit growth, according to the note.The investment firm said that ASML's exposure to China is normalizing, with management expecting it to decline to the 20% range in 2026.RBC initiated ASML at outperform with a $1,550 price target.Shares of the company were up nearly 6% in recent Thursday trading.Price: 1336.36, 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News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188007734?lang=en_us&edition=fundamental","pubTime":"2026-01-15 20:04","pubTimestamp":1768478670,"startTime":"0","endTime":"0","summary":"In pre-market trading on Thursday, January 15th, futures for the three major U.S. stock indices all advanced. At the time of writing, Dow Jones futures were up 0.12%, S&P 500 futures rose 0.39%, and...","market":"other","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","BK4141","IE00BQXX3C00.GBP","SG9999004220.SGD","LU0792757196.USD","LU2111349929.HKD","BK4503","IE00B3M56506.USD","LU0316494557.USD","LU0143863198.USD","LU2237443382.USD","LU1989764748.USD","IE00BQXX3F31.USD","IE0004086264.USD","LU0889566641.SGD","LU2471134523.USD","LU1917777945.USD","BK4527","LU0823414551.USD","TSM","BK4605","LU1508157978.USD","LU2860962120.EUR","LU1316542783.SGD","IE00BD6J9T35.USD","SG9999000418.SGD","COIN","SGXZ81514606.USD","LU1934455277.USD","ASML","LU2028103732.USD","LU2298321311.HKD","LU0965509283.SGD","BK4591","LU0056508442.USD","LU2063271972.USD","IE00BQXX3D17.EUR","LU0082616367.USD","LU1282649810.SGD","BK4548","LU0353189763.USD","LU0289960550.SGD","LU1712237335.SGD","LU2237443978.SGD","LU2360108059.USD","LU2471134952.CNY","LU0823421416.USD","BK4533","LU1211504680.USD","LU2211814178.USD","LU0878005551.USD","LU0541501648.USD","LU1623119135.USD","LU0541502299.USD","LU2054465674.USD","LU2506951792.HKD","SGXZ99366536.SGD","BK4534","BK4532","LU2125154778.USD","LU1934455194.USD","LU2133065610.SGD","LU0384037296.USD","LU1282649067.USD","LU1852331112.SGD","03145","LU0198837287.USD","LU2237443622.USD","LU2471134796.USD","LU1868837565.USD","LU2471134879.HKD","LU0889565833.HKD","LU1934455863.HKD","LU0689626769.HKD","LU0348723411.USD","LU0359201885.HKD","LU2089284900.SGD","LU0823414478.USD","LU0882747503.HKD","IE00BYQQ9H92.USD","BK4543","LU0965509101.SGD","LU1803068979.SGD","LU0572940350.SGD","LU2211815571.USD","LU0719512351.SGD","LU1868837722.USD","BK4526","LU2250418816.HKD","LU2360106780.USD","LU2271345857.HKD","LU2247934214.USD","IE00BKPKM429.USD","LU0238689110.USD","IE00BHPRN162.USD","IE0004091025.USD","LU0488056044.USD","LU2087625088.SGD","LU2357125470.USD","LU0359201612.USD","LU2249611893.SGD","LU0124676726.USD","BK4550","BK4505","LU0572939691.SGD","LU0175139822.USD","LU0094547139.USD","LU0878004406.USD","LU2543165471.USD","BK4581","LU0323591593.USD","LU2360032135.SGD","LU2750360641.GBP","LU2458330169.SGD","IE00BFXG0V08.USD","LU2041044095.USD","BK4602","LU1868838027.USD","LU1989764664.SGD","LU2491050071.SGD","LU0642271901.SGD","LU2106854487.HKD","LU2237443549.SGD","LU0359202008.SGD","LU1974910355.USD","IE0004445239.USD","LU2750360997.AUD","LU2125154935.USD","LU0264606111.USD","BK4554","LU0823421333.USD","LU2089283258.USD","IE00BZ199S13.USD","LU0353189680.USD","LU2023251221.USD","LU2294711713.HKD","IE00B5TLWC47.USD","LU0965509010.AUD","LU1267930813.SGD","LU1037948541.HKD","LU2458330243.SGD","LU2491049909.HKD","LU2663582299.SGD","LU1023057109.AUD","LU0158827948.USD","BK4588","BK4512","LU0158827781.USD","LU0143863784.USD","LU1989772923.USD","LU0861579265.USD","LU0965508806.USD","SGXZ51526630.SGD","BK4585","LU0109392836.USD","LU2092937221.SGD","LU2491050154.USD","LU1989772840.SGD","BK4612","LU1037948897.HKD"],"gpt_icon":1},{"id":"2603049246","title":"ASML, Lam Research, Applied Materials Surge. Why Chip Stocks Are Getting a Boost. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2603049246","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603049246?lang=en_us&edition=fundamental","pubTime":"2026-01-15 19:57","pubTimestamp":1768478220,"startTime":"0","endTime":"0","summary":"Stocks across the chipmaking supply chain were getting a boost Thursday. A blowout investment forecast from Taiwan Semiconductor Manufacturing was lifting the sector.Taiwan Semiconductor, or TSMC, said its capital expenditure forecast for this year will be in the range of $52 billion to $56 billion, well ahead of market expectations and its $40.9 billion capex for 2025.That's great news for companies which sell machinery and other tools for chip manufacturing. American depositary receipts of Dutch semiconductor-manufacturing equipment company ASML Holding were up 6.3% in premarket trading. Its overall market valuation surpassed $500 billion.U.S. companies Applied Materials, Lam Research and KLA Corp. were all rising more than 6% in the premarket.TSMC is the dominant manufacturer of AI chips and its hefty investment suggests it expects its customers to continue spending heavily for a number of years ahead. TSMC CEO C.C. 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