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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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19 Oct 2023 09:39
October Restrictions Implications
The new clarification of the October export restrictions came out today, and as far as I can tell, it is a slight liberalization of the previous...
Fabricated Knowledge
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283 Views
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bullish
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Taiwan Semiconductor (TSMC)
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16 Oct 2023 19:21
Taiwan Tech Weekly: TSMC & ASML Results This Week; Taiwan AI Plays Top Losers
SK Hynix is reportedly working closely with Mediatek to integrate some of its most advanced memory in Mediatek's flagship Dimensity chips. Mediatek...
Vincent Fernando, CFA
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459 Views
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bullish
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Kokusai Electric
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16 Oct 2023 15:40
Kokusai Electric IPO: Lower Price Range Is Reasonable
Kokusai has priced its IPO at the top of its IPO price range of JPY1,830-1,840 per share to raise US$724.4 million. The international offering was...
Arun George
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809 Views
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bullish
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Kokusai Electric
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10 Oct 2023 11:11
Kokusai Electric IPO - Not Wholly Convinced, One Needs to Look past the Cycle
KKR is looking to raise around US$730m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note, we talk about the...
Sumeet Singh
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538 Views
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bullish
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Thematic (Sector/Industry)
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09 Oct 2023 09:32
October Restrictions, AEHR Earnings, TSMC Monthly Revenue, and Intel's PSG Spin
October restrictions redux, Intel's PSG is worth $4-5 a share, and AEHR has a blowup quarter. Reuters reported on Monday that a new round of export...
Fabricated Knowledge
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190 Views
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