ENTITY
ASML Holding NV

ASML Holding NV (ASML US)

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Analysis
Information TechnologyNetherlands
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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22 Jun 2024 04:01

Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact

Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...

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bullishNVIDIA Corp
15 Jun 2024 16:45

MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIA

Capping changes in June result in an estimated one-way turnover of 5.2% and in a one-way trade of US$1.16bn. There is US$1bn to sell in NVIDIA and...

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10 Jun 2024 09:00

GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

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06 Jun 2024 18:54

TSMC (2330.TT; TSM.US): ASML's High-NA EUV Machine Will Not Be Required Until 2027 at TSMC.

​Taiwan Semiconductor (TSMC) plans to launch 2nm chip in 2025, investing in R&D and increasing CoWoS package cost by 15% in 2H24.

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06 Jun 2024 13:42

2024 High Conviction: TSMC (2330 TT) Is Perfectly Poised for Revenue and FCF Growth Acceleration

Given that we have reached the peak of the Capex cycle, along with normalisation in its internal working capital, and with revenue growth set to...

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