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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
•
Thematic (Sector/Industry)
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01 May 2023 11:26
KLAC Q1'23 Earnings Report. So Far, So Good
Q1’23 revenues of $2.43 billion, down 17.5% sequentially and up 6.4% YoY. KLAC historically outperforms its peers during semi down cycles. This...
William Keating
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309 Views
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bearish
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Micron Technology
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29 Apr 2023 01:28
Memory Monitor: SK Hynix & Samsung Losses & Conservative Guidance Indicate Two-Track Chip Recovery
SK Hynix's inventory metrics worsened while Micron appears to be managing inventory better than peers. We see more evidence of a 'two-track...
Vincent Fernando, CFA
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416 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Apr 2023 16:30
Nvidia, TSMC, ASML Trading Monitor - TSMC & ASML Results Indicate Cycle Bottom 2Q23E for Leaders
TSMC and ASML both expect their historically high margins to persist and have both shown a major decline in inventory levels.
Vincent Fernando, CFA
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432 Views
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bearish
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Thematic (Sector/Industry)
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23 Apr 2023 13:39
LRCX. Memory Bites. Hard
With ~2x exposure to memory compared to its peers, LRCX is feeling the pain.Q1 revenues of $3.87 billion were -26.7% sequentially and -4.4% YoY....
William Keating
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379 Views
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bullish
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Thematic (Sector/Industry)
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21 Apr 2023 14:48
ASML. Still A Safe Harbor In A Semi Storm
No change to FY 2023 outlook but some EUV orders for H2 2024 remain to be booked. With an order backlog of ~$39 billion, ASML will ride out this...
William Keating
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446 Views
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