0559 GMT - ASML Holding is likely to improve in both logic and memory markets, JP Morgan analysts write in a note. The worst might be over for the Dutch semiconductor-equipment maker, and while 2026 might not see strong growth, improved midterm indications could drive a rebound in 2027 sales, they say. With no tariffs on semiconductor equipment entering the U.S., the uncertainty on U.S.-related orders is likely behind the company, which should start receiving orders tied to U.S. capacity, they add. Additionally, there is no indication of a slowdown in AI spending and demand for advanced memory remains robust and pricing shows no signs of weakness. Shares closed Monday at 729.40 euros.( najat.kantouar@wsj.com)

(END) Dow Jones Newswires

September 16, 2025 01:59 ET (05:59 GMT)

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