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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
10427 81 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?

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ReplyMessage PreviewFromRecsPosted
10427Plessey microLED solution could be big for bits... I think Video is ~80% of PipBeenRetired-yesterday
10426ASML & TSMC CCs: Symposiums on EUV... Virtually everything revolved around BeenRetired-yesterday
10425I must've read the other ASML & TSMC CCsBeenRetired-yesterday
10424TSMC CC: We get all the EUV lights we want... Sebastian Hou Thank you. I want BeenRetired-yesterday
10423TSMC CC; "per transistor cost is decreasing".... Charlie Chan Thank BeenRetired-yesterday
10422TSMC CC: "we produced our own pellicle" Wow!... That's huge! RoBeenRetired-yesterday
10421TSMC CC: "right now more aggressive and more optimistic about" 5nm... BeenRetired-yesterday
10420TSMC CC: EUV CapEx has no negative profitability impact... Randy Abrams Thank BeenRetired-yesterday
10419TSMC CC: A few leading customers doin' SoIC, 3D IC packaging... Intel seemsBeenRetired-yesterday
10418TSMC CC: It's all about spectacular EUV chip demand, stupid... Now I will tBeenRetired-yesterday
10417TSMC CC: "N3 and the technology development progress is going well"...BeenRetired-yesterday
10416Full node shrink N5 volume 2H20BeenRetired-yesterday
10415TSMC CC: N5 "already entered risk production with good yield"... Now BeenRetired-yesterday
10414TSMC CC: "demand for our 7 & 5nm has increased significantly in the lasBeenRetired-yesterday
10413TSMC CC: "7nm saw very strong demand and accounted for 27% of wafer revenueBeenRetired-yesterday
10412Tegra X1, 4GB RAM, 16GB NAND "New Nvidia Shield TV Pro coming soon?" BeenRetired-yesterday
10411The Elusive Ryzen 9 3900X is Finally in Stock By Zhiye Liu a day ago Hot DeBeenRetired-yesterday
10410PCIe 6.0 Dev Reaches v0.3; On-Track for a Full Specification In 2021 by Ryan SBeenRetired-yesterday
10409TSMC expects 4Q19 sales +9% to record on surging 7nm... Cymer EUV: Better chipsBeenRetired-yesterday
1040810 new 6G OLED fabs to go online in China by 2021 Siu Han, Taipei; Jessie Shen,BeenRetired-yesterday
10407Strong 7nm EYPC server chip demand, too. Hmmm... shills predicting 10X unit inBeenRetired-yesterday
10406Server makers see 14nm chip supply become tight Aaron Lee, Taipei; Joseph Tsai,BeenRetired-yesterday
10405ASML CC: EUV devices flatout perform better... A suspicion I've long held. BeenRetired-yesterday
10404ASML CC: EUV layer count increases as customer confidence grows... Andrew GardiBeenRetired-yesterday
10403ASML CC: 7nm has 10 EUV layers. 5nm 2X... I constantly see several chip lies reBeenRetired-yesterday
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