ASML: Best Idea 3Q26 – WFE upcycle, rising litho intensity, and pricing upside

研报英文原文证据摘录

ASML: Best Idea 3Q26 – WFE upcycle, rising litho intensity, and pricing upside

herein are purely factual, based upon publicly available information, and included for

comparative purposes only. They do not constitute an opinion or recommendation with respect to the securities of Societe

Generale.

This publication was prepared and issued by the entity referred to herein for distribution to eligible counterparties or professional

clients. The information in this report is intended for general circulation and does not constitute an offer to buy or sell any security,

investment, legal or tax advice nor a personal recommendation, as defined by any of the aforementioned regulators. It does not

take into account the particular investment objectives, financial situations, or needs of individual investors. The report has not been

reviewed by any of the aforementioned regulators and does not represent any official recommendation from the aforementioned

regulators. The investments referred to herein may not be suitable for you. Investors must make their own investment decisions in

consultation with advice sought from a financial adviser regarding the suitability of the investment product, taking into account the

specific investment objectives, financial situation or particular needs of any recipient of the recommendation, before the recipient

makes a commitment to purchase the investment product.

The analysis contained herein is based on numerous assumptions. Different assumptions could result in materially different

results. The information in this report does not constitute, or form part of, any offer to sell or issue, or any offer to purchase or

subscribe for shares, or to induce engagement in any other investment activity. The value of any securities or financial instruments