Net toevallig gebotst op een artikel op MarketWatch bij Qualcomm, om aandelen Qualcomm, Applied Materials en Micron aan te prijzen:
"Forget ASML Holding, Buy These 3 Semiconductor Stocks Instead
ASML Holding N.V. (ASML) was recently impacted by a fire at its Berlin facility that halted the production of its deep ultraviolet (DUV) and EUV systems. Furthermore, supply chain worries regarding neon gas amid the Ukraine-Russia war could further dampen its growth. Given this gloomy prospect, the stock does not look sufficiently lucrative currently to satisfy investors. Conversely, we think increased demand for semiconductor chips and a ramp-up in production should help the stocks of fundamentally sound semiconductor companies QUALCOMM (QCOM), Applied (AMAT), and Micron (MU) to soar in price in the coming months. Read on.
Spandan KhandelwalBy Spandan Khandelwal
Mar 15, 2022
Although ASML in Veldhoven, Netherlands, reported robust financial performance in its last reported quarter, analysts expect its EPS to decrease 52.3% year-over-year to $1.84, and its revenue to decline 27.6% to $3.80 billion for the first quarter, ending March 31, 2022. In addition, ASML’s Berlin factory was recently destroyed by a fire, which hampered the production of DUV and wafer clamp, a module used to produce its EUV systems that cost $60 million and $150 million, respectively. Hence, a delay in producing even a single system could drastically reduce ASML’s revenue. The stock is down 27.5% in price year-to-date.
In addition, the escalating war between Ukraine and Russia has disturbed the global supply of neon gas, which is essential for ASML in producing gas-phase lasers in its DUV systems. So, we think the stock is best avoided now."