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ASML Holding NV (ASML US)
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122
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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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bearish
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Kokusai Electric
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09 Jul 2024 16:40
Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn Release but Might Have to Wait
As per media reports, KKR is considering sell half its stake in Kokusai, with the company planning to buyback some shares as well. The company has...
Sumeet Singh
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832 Views
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bearish
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Thematic (Sector/Industry)
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01 Jul 2024 10:03
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
Fabricated Knowledge
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231 Views
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bullish
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Thematic (Sector/Industry)
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24 Jun 2024 17:28
Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
William Keating
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190 Views
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bullish
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Foxconn Industrial Internet
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22 Jun 2024 04:01
Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
Vermilion Research
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377 Views
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bullish
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NVIDIA Corp
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15 Jun 2024 16:45
MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIA
Capping changes in June result in an estimated one-way turnover of 5.2% and in a one-way trade of US$1.16bn. There is US$1bn to sell in NVIDIA and...
Brian Freitas
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240 Views
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