Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
ASML Holding NV (ASML NA)
Watchlist
198
Analysis
Information Technology
•
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.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Thematic (Sector/Industry)
•
10 Jun 2024 09:00
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
Follow
235 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
06 Jun 2024 18:54
TSMC (2330.TT; TSM.US): ASML's High-NA EUV Machine Will Not Be Required Until 2027 at TSMC.
Taiwan Semiconductor (TSMC) plans to launch 2nm chip in 2025, investing in R&D and increasing CoWoS package cost by 15% in 2H24.
Patrick Liao
Follow
381 Views
Share
bullish
•
Taiwan Semiconductor (TSMC)
•
06 Jun 2024 13:42
2024 High Conviction: TSMC (2330 TT) Is Perfectly Poised for Revenue and FCF Growth Acceleration
Given that we have reached the peak of the Capex cycle, along with normalisation in its internal working capital, and with revenue growth set to...
Wium Malan, CFA
Follow
1.1k Views
Share
bullish
•
Cross Asset Strategy
•
23 May 2024 08:22
Taiwan Shines as China & Japan Decline: Global Funds Top-Down Positioning Report
Taiwan allocations rise in face of subdued Asia. USA dominant though Value funds increase underweights. UK, France & Netherlands remain key...
Steven Holden
Follow
171 Views
Share
bullish
•
Applied Materials
•
22 May 2024 14:44
AMAT. No Beat, No Raise, No Slump. But Why?
Q124 revenues $6.65 billion, in line & flat QoQ and YoY. Q224 guidance also flat QoQ. If China revenues fall before non-China grows, the WFE...
William Keating
Follow
243 Views
Share
First
Previous
6
7
8
9
10
11
12
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.9
x