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ASML Holding NV (ASML NA)
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200
Analysis
Information Technology
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Netherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.
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bullish
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Taiwan Semiconductor (TSMC)
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07 Nov 2023 06:30
Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
Vincent Fernando, CFA
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428 Views
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bearish
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KLA-Tencor Corp
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29 Oct 2023 15:06
KLAC. Bouncing Along The Bottom
Q323 revenue $2.40 billion, +2% QoQ but -12.5% YoY. Q423 forecast of $2.45 billion. Services revenue on track for ~8% YoY growth despite overall...
William Keating
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328 Views
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bullish
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Thematic (Sector/Industry)
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28 Oct 2023 17:30
GEMWeekly (27 Oct 2023): South Korea, China Macro; Hon Hai, Foxconn, Naver, SMIC
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
Wium Malan, CFA
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386 Views
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bullish
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Kokusai Electric
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24 Oct 2023 14:10
Kokusai Electric IPO: Trading Debut
The peers have modestly derated since the lowered IPO price range was announced on 10 October. However, the IPO price remains attractive. Our DCF...
Arun George
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637 Views
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bearish
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Thematic (Sector/Industry)
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24 Oct 2023 10:32
Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC results came in much better than feared. Revenue was slightly weaker than expected and below consensus. This quarter's big story was margins...
Fabricated Knowledge
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291 Views
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