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ASML Holding NV (ASML US)
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123
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
•
Taiwan Semiconductor (TSMC) - ADR
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24 Apr 2023 22:26
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
Vincent Fernando, CFA
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345 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
21 Mar 2023 15:46
Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel Demand Normalizing
Nvidia CEO to unveil new developments at the company's GTC developer conference. TSMC and ASML could have read-throughs from the event given their...
Vincent Fernando, CFA
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267 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
•
31 Dec 2022 11:38
China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
Vincent Fernando, CFA
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649 Views
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bearish
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Hon Hai Precision Industry
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20 Aug 2024 05:01
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Syndicated
Tech Supply Chain Tracker (20-Aug-2024): Regional production helps Foxconn.
Regionalized production boosts efficiency for Foxconn, AMEC confident in lawsuit, Japan's financial resources in jeopardy, supply chain players...
Tech Supply Chain Tracker
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203 Views
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bearish
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Taiwan Semiconductor (TSMC)
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15 Aug 2024 09:00
TSMC (2330-TT): Revisiting Previous Bullish Themes Following Outperformance
In this insight, we revisit our bullish outlook for TSMC by analysing its revenue growth and margin prospects, Free Cash Flow generation outlook,...
Wium Malan, CFA
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213 Views
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