ASML Targets Over 110 EUV Machines by 2028
📊 ASML — Piyasa Yorumu
■ neutral · 55%ASML stock fell 8.5% in 24 hours to 1580.93, with RSI14 at 26.4, nearing oversold territory. MACD is negative and below the signal line, indicating weak short-term momentum. The news confirms long-term growth potential by announcing a target of more than 110 EUV tools by 2028, but it is not a strong catalyst for short-term (1-3 day) price action. Oversold conditions could trigger buying interest, but the weak technical picture and negative momentum make the direction uncertain. Therefore, I foresee a neutral outlook in the short term.
📊 NVDA — Piyasa Yorumu
■ neutral · 35%ASML's target of more than 110 EUV tools in 2028, while a positive signal for long-term semiconductor demand, is not a direct and short-term catalyst for NVDA. NVDA's price has fallen 5.15% in the last 24 hours, with RSI at 34.6, weak but near oversold territory; MACD is negative and below the signal line. The price is trading below the SMA20 and SMA50, indicating a short-term downtrend. The impact of the news may be limited; the current technical picture does not yet confirm a recovery. Therefore, I assess the 1-3 day direction as neutral.
📊 AMD — Piyasa Yorumu
■ neutral · 35%ASML's target of more than 110 EUV tools by 2028 is a positive signal for long-term semiconductor demand, but it is expected to have a direct and limited impact on AMD's short-term price movement. AMD stock closed down 3.05% at 505.18 in the last 24 hours, with RSI at 52.3 in neutral territory and MACD below the signal line, indicating negative momentum. The price is very close to the SMA20 (504.94), while the SMA50 (497.20) is acting as support. Since the news is not directly related to AMD, the technical outlook maintains a sideways-to-bearish bias in the short term. Therefore, the 1-3 day impact is considered neutral.
📊 TSM — Piyasa Yorumu
■ neutral · 55%ASML's target of more than 110 EUV tools by 2028 points to long-term semiconductor demand, but it is not a direct short-term (1-3 day) catalyst for TSM. TSM shares have fallen 5% in the last 24 hours to 413.58, with RSI14 at 28.7 approaching oversold territory and MACD below the signal line in negative territory. The price is trading below the SMA20 (426.20) and SMA50 (428.09), confirming weak short-term momentum. The news may be perceived positively in the medium to long term, but due to the current technical picture and oversold conditions, the reaction may be limited. Therefore, the direction is uncertain, and a neutral stance is appropriate.