Storage Super Giants Expand Production Frenzy Strikes, Semiconductor Equipment Rides the Super Trend! ASML Leads European Stocks to a New Bull Market

date
29/06/2026
According to the WiseFinance app, with the announcement of record capital expenditures by the US storage chip giant Micron Technology, as well as the two global storage chip superpowers - the South Korean storage giants Samsung Electronics and SK Hynix planning to invest about 80 trillion Korean won (approximately 51.8 billion US dollars) in building four semiconductor wafer plants in the southwest region. Among them, Samsung Electronics and SK Hynix will each build two, and semiconductor equipment giants such as ASML and Applied Materials are entering a new round of super growth driven by the large-scale expansion of AI chips and storage chips. This is also the core logic that Wall Street strategists have increasingly bullish on the European stock market in recent days, after all, the European stock market is home to top semiconductor equipment suppliers such as ASML, ASM International and BE Semiconductor.
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