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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
44586 145 0 ASML
Emcee:  Ritz Type:  Unmoderated
Any input on this company? The stock has performed very well. Is it overvalued compared to SVGI and UTEK?

-Ritz
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ReplyMessage PreviewFromRecsPosted
44586Intel Brings 18A Silicon To Orbit With Starfire, A Space-Grade SoC Rated For 125BeenRetired-yesterday
44585Intel Pours €5 Billion Into Its Ireland Fab34, Scaling "Intel 3" ProduBeenRetired-yesterday
44584Copilot: Hynix EXE:5200B + eScan 2200 usage "absolutely plausible" ShBeenRetired-yesterday
44583Hynix EUV 1c RAM 8.5X output '26. The most structurally significant datBeenRetired-yesterday
44582Vera Rubin NVL72 rack every 5 minutes from 2 hours for Grace Blackwell. WhatBeenRetired-yesterday
44581North America Data Center project pipeline +179% YoY. The project pipelineBeenRetired-yesterday
44580TSMC able to supply 1/3 demand. TSMC’s existing advanced-node capacity is stillBeenRetired-yesterday
44579"investment push is also expected to extend into advanced packaging"BeenRetired-yesterday
44578"faster 2nm and 3nm expansion to push capex higher"BeenRetired-yesterday
44577TSMC: Aggressive Capex Push Ahead Meanwhile, TSMC is expected to step up itBeenRetired1yesterday
44576"CFO Roger Dassen calling it 'a very strong year'" "at aBeenRetired-yesterday
44575TSMC June +6% MoM. "historically June revenue has declined MoM" TaiwaBeenRetired-yesterday
44574Waymo debuts Ojai, its first purpose-built all-electric robotaxi [graphic][grapBeenRetired1Sunday
44573Better 1.6T cheaper: 4 chips replace 8. Watt whacker. POET Teralight 1.6T OpticBeenRetired-Sunday
44572"semiconductor industry's revenue is anticipated to jump by 64% in 2026BeenRetired-Sunday
44571Copilot: Short answer: The NXTi ? NXE matching moat is enormous — arguably oneBeenRetired-Sunday
44570Ho-hum. Yuge improvements NXT: 1980 to 2000 typifies ASML 100% ArFi share. Same BeenRetired-Sunday
44569Copilot: Short answer: Yes — XT:260 materially increases chiplet/EUV/ArFi outpBeenRetired-Sunday
44568"demand outstripping supply well into the next decade"BeenRetired1Sunday
44567"Memory manufacturers are expanding production capacity by roughly 20% to 3BeenRetired1Sunday
44566SK Hynix CEO warns 2027 to be worst memory shortage year [graphic][graphic][graBeenRetired-Sunday
44565EUV 1000W from 600 while doubling tin droplets to 1000. ASML achieves EUV breaktBeenRetired1last Saturday
44564LG Display Says AI-Driven Manufacturing and R&D Save More Than 200 Billion WBeenRetired-last Saturday
44563TSMC Plans 70% CAGR for 2nm and A16 Capacity Through 2028, CoWoS Growth Exceeds BeenRetired-last Saturday
44562Steam sales reportedly topped $11 billion during H1 2026 due to shifting trends BeenRetired-last Friday
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