ASX:REH News 28 January 2026

January 28, 2026, 3:08 AM EST. ASML Holding N.V. (NASDAQ:ASML), a key semiconductor equipment maker, faces a shortage of its advanced EUV chip machines that cannot be met, according to CNBC's Jim Cramer. The company's shares have surged 103% over the past year, boosted by strong demand for AI-related chips. Bernstein and UBS both reaffirmed bullish outlooks, citing higher earnings estimates and structural growth drivers. ASML's upcoming earnings report on January 28 is expected to surpass consensus forecasts. Despite its strengths, some investors are eyeing other AI stocks as potentially better investments with lower risks. ASML remains integral to the supply of next-generation semiconductor technology amid global chip demand.