UBS says ASML growth drivers could lift earnings potential
UBS analysts say ASML investors may be overlooking pricing, growing machine output, and increased exposure to memory that could boost earnings potential, citing a tight chip market mentioned by executives in July.
ASML Holding investors are overlooking pricing, growing machine output and increasing exposure to memory that give the Dutch semiconductor-equipment maker extra earnings potential, UBS analysts write in a research note.
ASML executives said in July that a tight chip market gave the company better p…