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ASML Holding NV (ASML NA)
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198
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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 world wide.
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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11 Dec 2023 01:00
MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big Sell
There are no constituent changes. Estimated one-way turnover is 6.6% resulting in a one-way trade of US$682m. Couple of stocks have greater than...
Brian Freitas
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681 Views
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bearish
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Thematic (Sector/Industry)
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06 Dec 2023 15:36
Semiconductor Events Deserving Your Attention @6/12/23
Global semi sales for October 23 of $46.6 billion, +3.9% MoM, -0.7% YoY. Q323 semi WFE billings $25.6 billion, -11% YoY, -1% QoQ. China set to...
William Keating
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318 Views
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bearish
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Thematic (Sector/Industry)
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19 Nov 2023 10:56
Semiconductor WFE Q323 Segment Roundup & Outlook
On the basis of current quarter forecasts, we calculate CY2023 WFE revenue to reach $92.6 billion, a 1.6% YoY decline, and a far cry from the...
William Keating
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425 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2023 18:38
Takeaways After Global Semi Equipment Model Updated and Our View on 2024/2025
Takeaways After Global Semi Equipment Model Updated and Our View on 2024/2025; We are providing six takeaways and sales growth estimates for 2024-2026
Andrew Lu
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734 Views
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bullish
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Taiwan Semiconductor (TSMC)
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07 Nov 2023 06:30
Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
Vincent Fernando, CFA
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424 Views
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