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ASML Holding NV (ASML US)
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122
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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22 Jul 2024 12:25
Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
Fabricated Knowledge
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182 Views
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bearish
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Thematic (Sector/Industry)
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22 Jul 2024 08:09
Semiconductor Equipment Stocks: A Bounce Before the Reckoning
Reports of tighter US sanctions and Trump's comments about Taiwan have broken the momentum of SPE stocks. A bounce seems likely, but a scenario of...
Scott Foster
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201 Views
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bullish
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ASML Holding NV
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05 Feb 2024 15:00
ASML Holding ADR: Increasing Utilization Rates and Technology Transition Could Be A Transformative Force? - Major Drivers
ASML, a leading manufacturer of chip-making equipment, has reported its financial results for the fourth quarter and full year 2023, demonstrating...
Baptista Research
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199 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Apr 2024 17:28
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
Andrew Lu
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1.6k Views
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bullish
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Thematic (Sector/Industry)
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03 Nov 2023 15:31
More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction
More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction. During the period, global semi equipment and manufacturing...
Andrew Lu
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1.1k Views
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