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ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

TD Cowen calls the pullback a buying opportunity based on expectations of greater EUV use in next‑generation chips.

Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

ASML Confirms AI-Fueled Upswing With Record Orders and Higher 2026 Outlook

SK Hynix Completes HBM4 Development, Readies First Mass-Production System