ASML Holding N.V. (NASDAQ:ASML) is part of the Growth Stock Portfolio by Ken Fisher. Cantor Fitzgerald maintains an Overweight rating on ASML, raising price target to €1,300. Demand for semiconductor technology is driven by AI deployment. Chinese semiconductor producers are upgrading ASML equipment to boost chip production.

In 2024, ASML’s revenue from China reached €10.2 billion, 36% YoY growth. However, a sharp drop in China revenues is expected in 2025. ASML leads in semiconductor lithography systems. While ASML is promising, some AI stocks may offer greater potential. Chinese factories are upgrading ASML equipment despite export constraints.

Read more at Yahoo Finance: Cantor Fitzgerald Maintains An Overweight Rating On ASML Holding N.V. (ASML)