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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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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 Oct 2024 13:04
Taiwan Tech Weekly: TSMC Taking More Samsung Customers; Hon Hai Unveils Major AI Projects
Samsung's foundry business losing customers to TSMC due to perceived lower risk; TSMC and UMC sales trends confirm industry shifts, while Nanya...
Vincent Fernando, CFA
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539 Views
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bullish
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Micron Technology
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27 Sep 2024 14:06
Micron and WFE
Just two weeks ago, I wrote about how I thought this was a mid-memory cycle. I mainly supported the memory companies if you didn’t read between...
Fabricated Knowledge
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287 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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14 Sep 2024 15:00
MV US Listed Semiconductor 25 Index Rebalance: Round-Trip Trade Over US$2bn
No constituent changes but a lot of capping changes. Estimated one-way turnover is 4.9% resulting in a one-way trade of US$1.04bn. The selling in...
Brian Freitas
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652 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2024 02:23
TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble
CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....
Neil Campling
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650 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 Sep 2024 02:36
Taiwan Tech Weekly: TSMC Becoming More Dominant; Apple's AI Opportunity; Taiwan Market Hammered
TSMC extending its lead in global foundry with Intel and Samsung needing help. Apple best positioned deliver the AI phone 'dream'. Taiwan market...
Vincent Fernando, CFA
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