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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) - ADR
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27 Jan 2023 03:26
ASML & Lam Results: Key Take-Aways for Semiconductors in 2023
Firms servicing long-term strategic, specialized demand from customers are indeed performing better than those servicing more commoditized demand.
Vincent Fernando, CFA
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491 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Jan 2023 08:00
Taiwan Tech Weekly: Dutch & Japan China Restrictions End-January, Realtek Results Show Pain in PCs
Also- The U.S. military is preparing for Speaker of the House McCarthy to visit Taiwan; and Western Digital & Kioxia could merge NAND flash units...
Vincent Fernando, CFA
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309 Views
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bullish
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Thematic (Sector/Industry)
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23 Jan 2023 08:04
The Innovations Portfolio - Week Nine
For the nine weeks since inception ended 20 Jan the combined innovation portfolio was +3.5%, versus DJIA -1.1%, S&P500 +0.2%, Nasdaq -0.1%,...
Pyari Menon
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347 Views
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bullish
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Thematic (Sector/Industry)
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02 Jan 2023 08:01
The Innovations Portfolios - Week Six
For the six weeks ended 30 Dec the combined innovation portfolio was -1.7, versus DJIA -1.8%, S&P500 -3.2%, Nasdaq -6.1% & MSCI-ACWI-ETF -2.4%, all...
Pyari Menon
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436 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
27 Dec 2022 06:33
Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further
China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.
Vincent Fernando, CFA
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486 Views
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