ENTITY
ASML Holding NV

ASML Holding NV (ASML US)

142
Analysis
Information TechnologyNetherlands
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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31 Jan 2023 03:43

Why Taiwan's Semiconductor and Hardware Forecasts Might Still Be Too Optimistic

The continued rise in inventory levels seen from 3Q22 results poses a risk for margins in 4Q22E and 1Q23E results. Earnings expectations still...

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bearishDollar Index
28 Jan 2023 06:03

Major Top on U.S. Dollar; Overweight Non-U.S. And Europe/UK; Buys in Tech, Comm., Discretionary

The $DXY broke below 5-year support at $103, signaling a major top in place. This is bullish for risk assets, and is another sign suggesting the...

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27 Jan 2023 03:26

ASML & Lam Results: Key Take-Aways for Semiconductors in 2023

Firms servicing long-term strategic, specialized demand from customers are indeed performing better than those servicing more commoditized demand.

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24 Jan 2023 08:00

Taiwan Tech Weekly: Dutch & Japan China Restrictions End-January, Realtek Results Show Pain in PCs

Also- The U.S. military is preparing for Speaker of the House McCarthy to visit Taiwan; and Western Digital & Kioxia could merge NAND flash units...

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23 Jan 2023 08:04

The Innovations Portfolio - Week Nine

For the nine weeks since inception ended 20 Jan the combined innovation portfolio was +3.5%, versus DJIA -1.1%, S&P500 +0.2%, Nasdaq -0.1%,...

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