AiCoin
AiCoin|7月 03, 2026 05:42
[Goldman Sachs Raises ASML Target Price to €2,000; Micron and Samsung Capital Expenditure Forecasts Revised Upward] According to TrendForce Research, Goldman Sachs on July 1 raised ASML's 12-month target price from €1,770 to €2,000, maintaining a 'Buy' rating. This represents approximately 16.2% upside potential compared to the closing price of €1,721.40. The adjustment is based on upward revisions to capital expenditure forecasts for Micron and Samsung: Micron has provided a fiscal year 2027 capital expenditure guidance of approximately $50 billion, while Samsung announced an investment plan of approximately ₩245 trillion from 2026 to 2040, with around 76% allocated to semiconductors. Goldman Sachs expects the Chinese market to absorb current demand this year, with a new wave of equipment orders anticipated by 2027.
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