ASM International's Exposure to TSMC Undervalued by Investors -- Market Talk

Dow Jones

01/06

1319 GMT - Investors aren't properly valuing ASM International's large exposure to Taiwan Semiconductor Manufacturing Company, analysts at UBS write. As TSMC increases its investment into wafer manufacturing--which UBS forecasts to rise by 21% year-on-year in 2026--ASMI will benefit, they say. Revenue from ASM's foundry and logic segment will increase faster than expected, while growth in demand for artificial intelligence memory is also under-appreciated by investors, the analysts add. ASM gains 4.7%, beating out its European semiconductor peers to trade at close to a one-year high.(josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

January 06, 2026 08:19 ET (13:19 GMT)

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As TSMC increases its investment into wafer manufacturing--which UBS forecasts to rise by 21% year-on-year in 2026--ASMI will benefit, they say. Revenue from ASM's foundry and logic segment will increase faster than expected, while growth in demand for artificial intelligence memory is also under-appreciated by investors, the analysts add. 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As TSMC increases its investment into wafer manufacturing--which UBS forecasts to rise by 21% year-on-year in 2026--ASMI will benefit, they say. Revenue from ASM's foundry and logic segment will increase faster than expected, while growth in demand for artificial intelligence memory is also under-appreciated by investors, the analysts add. ASM gains 4.7%, beating out its European semiconductor peers to trade at close to a one-year high.(josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 06, 2026 08:19 ET (13:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4147","symbol_name":"半导体设备","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601890861","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601890861","pubTimestamp":1767705540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4147":"半导体设备","ASMIY":"ASM International N.V.","ISBC":"投资者银行","ASM":"Avino Silver & Gold Mines","BK4188":"贵重金属与矿石","BK4211":"区域性银行"},"translate_title":"ASM International对台积电的敞口被投资者低估——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASM":1.5,"ISBC":1.5,"ASMIY":0.9},"content_text":"1319 GMT - Investors aren't properly valuing ASM International's large exposure to Taiwan Semiconductor Manufacturing Company, analysts at UBS write. As TSMC increases its investment into wafer manufacturing--which UBS forecasts to rise by 21% year-on-year in 2026--ASMI will benefit, they say. Revenue from ASM's foundry and logic segment will increase faster than expected, while growth in demand for artificial intelligence memory is also under-appreciated by investors, the analysts add. ASM gains 4.7%, beating out its European semiconductor peers to trade at close to a one-year high.(josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 06, 2026 08:19 ET (13:19 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}