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ENTITY
SMARTSCORE: 2.8/5
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)
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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...
Wium Malan, CFA
1.1k Views
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bullish
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Cross Asset Strategy
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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...
Steven Holden
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187 Views
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bullish
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Applied Materials
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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...
William Keating
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275 Views
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bullish
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Thematic (Sector/Industry)
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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.
Nimish Maheshwari
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312 Views
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bearish
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Honda Motor
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17 May 2024 21:01
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Syndicated
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...
Tech Supply Chain Tracker
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