ENTITY
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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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06 Jun 2024 05:42

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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23 May 2024 00:22

Taiwan Shines as China & Japan Decline:  Global Funds Top-Down Positioning Report

Taiwan allocations rise in face of subdued Asia.  USA dominant though Value funds increase underweights.  UK, France & Netherlands remain key...

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22 May 2024 06:44

AMAT. No Beat, No Raise, No Slump. But Why?

Q124 revenues $6.65 billion, in line & flat QoQ and YoY. Q224 guidance also flat QoQ. If China revenues fall before non-China grows, the WFE...

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21 May 2024 15:11

#1Business Buzz: Countering China's Dominance, Steel Tariff on China, TSMC, ASML, NVIDIA Q1 Results

This blog provides a summary of the top global news from the past 24 hours, keeping you informed with the latest updates from around the world.

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17 May 2024 21:01Syndicated

Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...

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