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   Technology StocksASML Holding NV


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From: BeenRetired4/7/2021 4:48:41 PM
   of 19271
 
Why ASML Holdings Rose 11.1% in March

Billy Duberstein 3 days ago
The Motley Fool Why ASML Holdings Rose 11.1% in March

What happened
Shares of ASML Holding (NASDAQ: ASML) rose 11.1% in March, according to data provided by S&P Global Market Intelligence.

The sole maker of mission-critical EUV (extreme ultraviolet) lithography machines necessary to produce leading-edge semiconductors inked a big new order from a major customer. Additionally, a widespread global chip shortage boosted forecasts for semiconductor equipment more broadly.

So what
In late February, ASML inked a $4.3 billion five-year procurement deal with Korean chip giant SK Hynix (OTC: HXSCL) for around 30 EUV machines. The move is notable because while EUV technology has already made a big splash in semiconductor logic chips, it's just now moving into the memory-chip space.

However, SK Hynix is one of the world's largest memory producers, and will use EUV machines to produce its next-generation DRAM (dynamic random-access memory) chips. Hynix also recently announced a massive $106 billion cluster of fabrication plants in Korea, marking a huge expansion of its production capabilities.

This is just another instance of huge spending across the semiconductor space recently, which has boosted sentiment for semiconductor equipment stocks. In March, Intel (NASDAQ: INTC) held its Intel Unleashed event featuring new CEO Pat Gelsinger. While some had thought Intel might abandon in-house manufacturing altogether, Gelsinger instead doubled down, announcing two new fab plants in Arizona -- a project that will cost $20 billion. Intel also said it was doubling down on EUV in order to catch up to Asian rivals in leading-edge chip capabilities -- another positive for ASML.

Finally, analysts at Cowen upgraded their price target and ratings on ASML from neutral to buy, citing higher EUV demand visibility. All of these factors led to a solid 11.1% gain in March, putting ASML up a nice 26.6% for the year:

[Now what
Trading at around 50 times this year's earnings estimates, ASML is much more expensive than some of its semiconductor-equipment peers. Yet that's at least partially deserved. The company holds a monopoly on EUV lithography technology, the key that unlocks today's smallest, most powerful, and most advanced chips. With leading semiconductor foundries recently announcing massive spending plans and even Western governments now allocating billions to bring leading-edge chip production to their shores, ASML's growth path over the next decade seems assured. Expect the good times to continue.

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To: BeenRetired who wrote (17007)4/7/2021 4:51:39 PM
From: BeenRetired
1 Recommendation   of 19271
 
"Hynix also recently announced a massive $106 billion cluster"

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To: BeenRetired who wrote (17007)4/7/2021 4:54:39 PM
From: BeenRetired
1 Recommendation   of 19271
 
"Intel also said it was doubling down on EUV in order to catch up to Asian rivals"

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To: BeenRetired who wrote (17007)4/7/2021 5:04:11 PM
From: BeenRetired
   of 19271
 
Micron doing an Intel on EUV? Just ask Pat. Go EUV or go home.

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From: BeenRetired4/8/2021 7:11:26 AM
   of 19271
 
Gushing AMAT CEO on cramer last nite. ONLY braindead don't get it

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From: BeenRetired4/8/2021 7:35:57 AM
   of 19271
 
Unisoc, Oppo, Xiaomi gearing up for new 5G mobile chips roll-outs
Cage Chao, Taipei; Willis Ke, DIGITIMES
Thursday 8 April 2021

Oppo and Xiaomi will introduce their in-house-developed sub-6GHz 5G chip solutions between late 2021 and early 2022, joining fabless chipmaker Unisoc in competing against chip vendors such as Qualcomm and MediaTek, according to industry sources

P.S.
Bunches joining the roll-your-own parade.
Disruption ALWAYS good for Shrink n Stack.
Bit bonanza JUST started.

ASML

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From: BeenRetired4/8/2021 7:43:25 AM
   of 19271
 
NOR flash chipmakers see more customers eager for long-term deals
Siu Han, Taipei; Jessie Shen, DIGITIMES
Thursday 8 April 2021

Taiwan-based NOR flash chipmakers have seen more of their clients eager to strike long-term supply agreements, according to industry sources.

P.S.
My WAG?
A long niche Storage finding wider applications.
A sure sign The One Massive Chip Ecosystem expanding.
Rapidly.
And,...
This is JUST the start. According to the AMAT CEO,

ASML

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From: BeenRetired4/8/2021 7:58:39 AM
   of 19271
 
UMC posts record 1Q21 revenue
Siu Han, Taipei; Jessie Shen, DIGITIMES
Thursday 8 April 2021

Pure-play foundry United Microelectronics (UMC) has reported March consolidated revenue hit a record high of NT$16.62 billion (US$584.5 million). Revenue for the first quarter of 2021 totaled nearly NT$47.1 billion, also a historic high.

UMC's revenue for first-quarter 2021 represented increases of nearly 4% on quarter and 11.4% on year.

Market watchers credited UMC's positive performance during the first quarter to upward adjustments made in its contract-manufacturing quotes, and full fab capacity utilization the foundry operated.

UMC said previously that it would utilize 100% of its capacity during the first quarter of 2021, thanks to a strong pull-in of orders. The company estimated wafer shipment growth at approximately 2% sequentially, and ASP growth at 2-3% with ASP.

UMC posted revenue of nearly NT$45.3 billion in the fourth quarter of 2020, rising about 1% on quarter and hitting a record high for the fifth consecutive quarter. Revenue came to NT$176.82 billion in 2020, rising 19.3% on year and setting an annual high.

P.S.
JUST the start.

ASML

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From: BeenRetired4/8/2021 8:01:20 AM
   of 19271
 
Backend firms see persistently strong demand for MCUs
Julian Ho, Taipei; Willis Ke, DIGITIMES
Thursday 8 April 2021

Backend firms including ASE Technology, Greatek Electronics, Lingsen Precision Industries and Orient Semiconductor Electronics (OSE) continue to enjoy strong packaging demand for MCUs used in diverse applications ranging from consumer electronics, medical...

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From: BeenRetired4/8/2021 8:04:28 AM
   of 19271
 
Microsoft unveils liquid cooling solution for datacenters
Aaron Lee, Taipei; Joseph Tsai, DIGITIMES
Thursday 8 April 2021

Microsoft has announced to begin implementing a two-phase immersion liquid cooling solution that is co-developed with Wiwynn, to its datacenter in the state of Washington for testing.

Christian Belady, Microsoft's vice president & Distinguished Engineer - Datacenter Advanced Development, noted that air cooling is no longer sufficient for datacenter applications and liquid cooling enables Microsoft to go denser, and thus continue the Moore's Law trend at the datacenter level.

Husam Alissa, Microsoft's Principal Engineer also pointed out that transistor widths have shrunk to the atomic scale and are reaching a physical limit. Meanwhile, demand for faster computer processors for high performance applications such as artificial intelligence has accelerated. To meet the need for performance, the computing industry has turned to chip architectures that can handle more electric power. However, the more electric power pumped through these processors, the hotter the chips get. The increased heat has ramped up cooling requirements to prevent the chips from malfunctioning.

Microsoft has been cooperating with Wiwynn over immersion liquid cooling module development since 2018 and will begin implementing the solution at its datacenter in Washington to conduct tests in the next several months.

With Intel's new generation Ice Lake Xeon processors featuring a thermal design power (TDP) at 270W and the fact that each motherboard is usually equipped with two CPUs, average power consumption of a new-generation server can go up as high as 540W not including that from GPUs, making liquid cooling the next mainstream cooling method for datacenters, according to sources from the server upstream supply chain.

The solution is suitable for datacenters in high latitude areas, where the temperature is lower, the sources said.

P.S,
C'mon 3nm SuperFin GAA!!!

ASML

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