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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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Tokyo Electron
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20 May 2023 15:17
Tokyo Electron. Betting Big On MAGIC Despite The Downturn
Q1’23 revenues of ¥558.2 billion, up 19% sequentially and up 1% YoY. FY24 outlook down 23% YoY with H2 marginally better than H1.R&D & CapEx...
William Keating
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461 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Apr 2023 22:26
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
Vincent Fernando, CFA
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342 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Mar 2023 15:46
Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel Demand Normalizing
Nvidia CEO to unveil new developments at the company's GTC developer conference. TSMC and ASML could have read-throughs from the event given their...
Vincent Fernando, CFA
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264 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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31 Dec 2022 11:38
China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
Vincent Fernando, CFA
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647 Views
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bullish
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Acer Inc
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24 Jul 2024 05:01
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Syndicated
Tech Supply Chain Tracker (24-Jul-2024): Biden out, Harris leads amid AI, semiconductor debates.
Kamala Harris takes charge as Biden steps down, discussions on AI regulations and semiconductor debates continue, iVP Semi targets domestic market,...
Tech Supply Chain Tracker
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