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UBS has downgraded JENOPTIK shares from "Buy" to "Neutral," slashing the price target from €30 to €20.50 due to significant challenges in its semiconductor business linked to key customer ASML. Analyst Olivier Calvet doubts the company will meet its 2026 sales target of €1.2 billion or achieve the desired operating margin of 21-22%. Following the announcement, JENOPTIK shares fell by 4.62% to €17.97 in XETRA trading.
UBS has downgraded Jenoptik's stock from "buy" to "neutral," lowering the price target from €30 to €20.50. Analyst Olivier Calvet cites significant challenges in the semiconductor sector, particularly due to major customer ASML, leading to skepticism about meeting the 2026 sales target of €1.2 billion and the operating margin goal of 21-22%. Investors may need to exercise patience with the well-managed company.
UBS has downgraded Jenoptik shares from "Buy" to "Neutral," lowering the price target from 30 to 20.50 euros. Analyst Olivier Calvet cites significant challenges in the semiconductor sector, particularly due to issues with key customer ASML, leading to doubts about achieving the 2026 sales target of EUR 1.2 billion and the expected operating margin of 21 to 22 percent. Investors are advised to exercise patience with the company.
Morgan Stanley has upgraded KLA Corporation's stock rating from Equalweight to Overweight, raising the price target to $870 from $748, citing strong growth potential in the wafer fabrication equipment sector. The firm anticipates KLA will achieve revenue growth of 8% in 2025 and 12% in 2026, contrasting with a projected decline in the broader market. Despite recent strong financial results, KLA faces challenges from export controls affecting sales in China, with a forecasted 20% drop.
SiCarrier Technologies, a Huawei-linked startup, has made a significant entrance into the chipmaking equipment market, showcasing a comprehensive catalog of wafer processing tools at Semicon China. Founded in Shenzhen, the company aims to compete with industry leaders like ASML and Applied Materials, focusing on developing a full spectrum of semiconductor manufacturing equipment, excluding lithography tools. With strong backing from the Shenzhen Major Investment Group and a commitment to building a proprietary production flow, SiCarrier is poised to impact the local semiconductor ecosystem significantly.
SiCarrier, a company linked to Huawei, is developing alternatives to ASML's chip tools to reduce China's reliance on foreign technology. The firm is focused on producing lithography and other chipmaking equipment, aiming to manufacture 28nm process chips essential for smart cars and robotics. Supported by the Shenzhen government, SiCarrier is working closely with Huawei to enhance its engineering capabilities and tackle production challenges, although it has yet to achieve mass wafer production.
China's SiCarrier is set to unveil products this week, aiming for breakthroughs in 5nm chip production using deep ultraviolet (DUV) lithography and self-aligned quadruple patterning (SAQP) technology. This development follows a patent for 5nm chips linked to Huawei's Mate 60 Pro, showcasing tools named after famous mountains.While SiCarrier's debut has garnered attention among domestic chipmakers, its ability to commercialize lithography machines for nodes older than 28nm remains uncertain. Concurrently, China is reportedly advancing its homegrown extreme ultraviolet (EUV) lithography systems, with trials expected by 2025.
SiCarrier, a China-based firm linked to Huawei, is developing machines to replace ASML's advanced EUV equipment, aiming to reduce China's reliance on foreign technology for semiconductor manufacturing. Supported by the Shenzhen government, SiCarrier is working on a range of chip fabrication tools, with prototypes expected to enter trial production by late 2025. Despite challenges, including SMIC's current limitations with DUV equipment, these efforts could significantly advance China's chip-making capabilities.
Semiconductor stocks, essential for various technologies including AI and telecommunications, present both growth opportunities and significant risks due to market volatility, geopolitical tensions, and high R&D costs. Key players like NVIDIA, TSMC, Broadcom, and ASML dominate the sector, each facing unique challenges and advantages. Investors are advised to consider these factors when investing in this rapidly evolving industry.
Huawei is making strides to regain its position in the smartphone market by developing its own EUV lithography machine, which could enable the production of advanced chips. This follows the successful use of 7nm Kirin processors in the Mate 60 series, allowing 5G support despite U.S. sanctions. If successful, Huawei could challenge industry leaders like Apple and Samsung once again.
ASML
Companies
| Symbol | ASML |
| Name | ASML Holding N.V. |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Semiconductors & Semiconductor Equipment |
| Industry | Semiconductors & Semiconductor Equipment |
| Market | NASDAQ Global Select |
| Country | Netherlands |
| State | |
| City | Veldhoven |
| Zipcode | 5504 DR |
| Website | http://www.asml.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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