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ASML Holding NV (ASML NA)
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198
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 world wide.
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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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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644 Views
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bullish
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Thematic (Sector/Industry)
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19 Jul 2024 07:11
Japan Morning Connection – 18 July, 2024
Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
Andrew Jackson
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211 Views
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bullish
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Sino American Silicon Products
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17 Jul 2024 18:08
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Syndicated
Tech Supply Chain Tracker (17-Jul-2024): GlobalWafers gets $400M CHIPS Act funding.
GlobalWafers secures $400M from CHIPS Act, Samsung targets wearable sales, ASML sees high demand, Acer eyes India market, Qualcomm/Microsoft...
Tech Supply Chain Tracker
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156 Views
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bullish
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Tesla
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10 Jul 2024 03:10
Play the Hand You're Dealt; Bullish Outlook Intact; Remain Overweight Large-Cap Growth; Tech Buys
Play the Hand You're Dealt; Bullish Outlook Intact $SPX $QQQ $IWM; Remain Overweight Large-Cap Growth $IWF $NVDA $AVGO $TSM $AMD $ASML $AAPL $MSFT...
Vermilion Research
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202 Views
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bearish
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Kokusai Electric
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09 Jul 2024 22:42
Kokusai Electric (6525 JP): Rumoured KKR US$1.8 Billion Secondary Offering
As Kokusai’s shares are trading at 3.2x the IPO price, KKR would be tempted to reduce its stake further. Expect a secondary offering announcement...
Arun George
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307 Views
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