SINGING BY ASMEX Q2 IS AS HIGH AS $2,200
ON 9 JULY, THE PERFORMANCE OF THE LIGHT-ENGINE GIANT, ASMA, FOR THE SECOND QUARTER OF 2026, WILL BE ANNOUNCED ON 15 JULY. AS THE MARKET'S CONCERNS ABOUT THE SUSTAINABILITY OF AI'S CAPITAL EXPENDITURE HAVE RECENTLY INCREASED, THE ASMA STOCK POSITION, WHICH IS UPSTREAM OF THE AI INDUSTRY CHAIN, HAS SHOWN A RELATIVELY LOW PERFORMANCE — WITH THE UNITED STATES SHARE PRICE HAVING FALLEN BY OVER 11 PER CENT SINCE JULY. IN A RECENT STUDY, CHASE MORGAN ADVANCED ASMA ' S SECOND QUARTER PERFORMANCE AND NOTED THAT THE COMPANY NEEDED TO RELEASE SIGNALS OF EXPANSION OF CAPACITY AND STRONG DEMAND IN 2027 AND BEYOND TO HOPE FOR A BREAK IN STOCK PRICES. ACCORDING TO THE BANK, THE GROWTH OF ASMA IN 2027 IS EXPECTED TO BE SIGNIFICANTLY HIGHER THAN THE OVERALL GROWTH OF THE GLOBAL CRYSTAL PLANT EQUIPMENT (WFE) MARKET. THIS COULD NOT BE ACHIEVED IN 2026 BECAUSE OF THE LATE START-UP OF CUSTOMER ORDERS (STARTING IN DECEMBER 2025), WHICH PREVENTED THE SUPPLY CHAIN FROM INCREASING ITS CAPACITY TO DELIVER MORE EUV EQUIPMENT IN 2026. IN ITS RESEARCH, MORGAN CHASE GAVE ASMA ITS “ADDITIONAL” RATING AT A TARGET PRICE OF $2,200. THIS TARGET REPRESENTS AN INCREASE OF ABOUT 24 PER CENT OVER THE UNIT ' S CLOSING RATE OF $1768.65 ON WEDNESDAY。
