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75/100 Neutral 14.07.2026 · 05:04 Finrend AI ⏱ 1 dk 👁 6 TR

ASML Expected to Shed Light on Capacity and China Challenges

Semiconductor equipment manufacturer ASML is expected to make significant announcements in the coming period regarding its capacity expansion plans and challenges in the Chinese market. The company is being closely monitored due to fluctuations in global chip demand and geopolitical tensions. Analysts expect ASML to clarify its strategies for expanding production capacity amid rising demand for high-tech lithography machines. In particular, there is curiosity about how U.S. export restrictions on China will affect ASML's shipments to its Chinese customers. Despite receiving strong orders in the last quarter, the company faces the risk of declining revenues from China. ASML management will share its roadmap for capacity investments and uncertainties in the Chinese market during the investor day scheduled for this week. Markets are closely tracking how ASML will shape its growth targets for 2025 and beyond, as well as its R&D spending. The company's plans to increase capacity through new facility investments in Europe and the U.S. are also on the agenda. This is not investment advice.

📊 GOOGL — Piyasa Yorumu

■ neutral · 60%

Although the news headline focuses on ASML's difficulties, the impact on GOOGL may be limited as it is not a direct chip manufacturer. Technical indicators present mixed signals: the RSI is neutral at 53.8, and the MACD remains below zero but is approaching the signal line. A close above the 20-day SMA offers short-term recovery potential, while staying below the 50-day SMA could cap upside. Therefore, it would be prudent to wait for further catalysts before determining a clear direction.

RSI 14
53.8
MACD
-0.61
24h Δ
1.39%

📊 ASML — Piyasa Yorumu

■ neutral · 60%

The news headline points to ASML's capacity and China-related difficulties, which are creating uncertainty. Technical indicators are giving mixed signals: the RSI is neutral at 54, the MACD is negative but approaching the signal line, which may indicate weakening momentum. Although the price closed above the 20- and 50-day moving averages, it fell 2.2% in the last 24 hours. Therefore, the short-term direction is unclear, and a sideways trend can be expected.

RSI 14
54.3
MACD
-7.63
24h Δ
-2.22%
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