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ASML Holding NV (ASML US)
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142
Analysis
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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Thematic (Sector/Industry)
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28 Mar 2024 07:52
Global Semiconductors: Winners Emerge as Fund Allocations Hit Record Highs
Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives...
Steven Holden
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383 Views
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bearish
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Macroeconomics
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11 Mar 2024 19:36
Deglobalization Is Real!
Politically driven deglobalization is happening. Countries will try to outmaneuver one another in preserving or attaining intellectual property and...
Jeroen Blokland
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224 Views
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bullish
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Tokyo Electron
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09 Mar 2024 09:42
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Issuer-paid
Tokyo Electron (8035): Q3 FY03/24 Update
Tokyo Electron is a global manufacturer of semiconductor production equipment, with strong financial performance in FY03/23 and revised earnings...
Shared Research
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474 Views
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bullish
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Thematic (Sector/Industry)
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02 Mar 2024 15:36
Semiconductor WFE 2023 In Review, 2024 Outlook
2023 WFE revenues $93 billion, -1%YoY. Most had expected a 20% YoY decline. We expect 2024 WFE revenues to grow by ~5% YoY. China's WFE spend in...
William Keating
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409 Views
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bullish
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Thematic (Sector/Industry)
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27 Feb 2024 21:09
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Syndicated
Europe's Magnificent Eleven
The GRANOLAS Dubbed the “Granolas” by Goldman Sachs in 2020, this basket was chosen because it echoed themes present amongst the Mag 7 (back then...
Investment Talk
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202 Views
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