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ASML Holding NV (ASML US)
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142
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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 worldwide.
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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28 Oct 2024 15:49
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Podcast
Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
ASML's stock price dropped due to poor quarter results attributed to delayed orders from Intel and Samsung, as well as soft orders from China,...
The Circuit
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646 Views
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bullish
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Lam Research
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25 Oct 2024 17:09
LRCX. Cautiously Optimistic For Growth & WFE Outperformance in 2025 & Beyond
Q324 $4.17 billion, +7.8% QoQ, +19.8% YoY. Q424 guide $4.3 billion, +3.1% QoQ, +14.4% YoY. Despite it being their fifth growth quarter in a row,...
William Keating
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382 Views
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bearish
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Thematic (Sector/Industry)
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21 Oct 2024 15:08
Earnings: TSMC, ASML, AEHR, Telecom
I don’t think it’s been any secret that I’ve been a peak litho bear for quite some time. I think we are finally seeing reality hit the company and...
Fabricated Knowledge
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165 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Oct 2024 13:17
Tech News This Week. ASML, TSMC, Intel, SiC Capacity, MCU in China
ASML price increase in 2025. TSMC 3nm Order Surge Expected in 2025. Intel's Next-Gen Panther Lake CPUs Handed to Lenovo. China restrictions on SiC...
Nicolas Baratte
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243 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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17 Oct 2024 18:09
TSMC 3Q24: Capex & Margin Guidance Remains Strong; Explains Why AI Demand Not Overhyped; Stay Long
TSMC reports strong revenue and margin growth in 3Q24, with belief in sustainable AI demand and maintaining a positive long-term outlook.
Vincent Fernando, CFA
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450 Views
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