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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
45148 145 0 ASML
Emcee:  Ritz Type:  Unmoderated
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ReplyMessage PreviewFromRecsPosted
45007"eScan 2200 most important non-EUV tool ASML has ever shipped"BeenRetired-August 28
45006Copilot: "ASML heading into multi-year, multi-segment tool-demand supercyclBeenRetired-August 28
45005OpenAI Jalapeño 1.9X compute/watt; -3.6X latency GB200 & GB300. But... BeenRetired-August 28
45004SK Hynix CEO warns memory shortage will persist through 2030 as chipmaker buildsBeenRetired-August 28
45003AI giants unveil breakthrough models and chips in rapid succession [graphic] MSBeenRetired-August 28
45002Intel EMIB-T alternate for capacity constrained TSMC CoWoS appealBeenRetired-August 28
4500145000 Posts!!!! Congratulations!!! OAG TomOldAIMGuy3August 28
45000"14A was built from inception around ASML's High-NA EUV" Intel 14BeenRetired-August 28
44999Nvidia custom 'NVHBM' promises 30% higher bandwidth, 15% lower power thaBeenRetired-August 28
44998Intel 14A defect density is dropping faster than the company expected [graphic]BeenRetired-August 28
44997Copilot: "multi-year Shrink-n-Stack-n-Package supercycle, not a one-off spiBeenRetired-August 27
44996Copilot: Yes — AVGO and MRVL earnings calls are excellent real-time indicators BeenRetired-August 27
44995Mavell "guiding for 51.8% year-on-year increase in sales next quarter"BeenRetired-August 27
44994Marvell +48.3% revenue next 12 months :shill WAG Marvell Technology (NASDAQ:MRVBeenRetired-August 27
44993Hyperscaler chips "Are About AI Economics, Not Replacing Nvidia" NvidBeenRetired-August 27
44992Synopsys lifts annual forecast on strong AI demand +42% YoY revenue [graphic][gBeenRetired-August 27
44991Many to showcase new materials @ SEMICON LG Chem to Showcase Advanced Packaging BeenRetired-August 27
44990Nvidia, Salesforce, CrowdStrike fuel tech-led market surge Leaving ASML behind.BeenRetired-August 27
44989Intel uses ASML HMI eScan2200 & eP6 for better EXE High-NA? "almost ceBeenRetired-August 27
44988"TSMC is a core member of the ASML–imec High-NA program"BeenRetired-August 27
44987Copilot: "absolutely possible TSMC is quietly working on EXE (High-NA EUV) BeenRetired-August 27
44986"EUV + ArFi demand enters a supercycle" with 2nm GAA BSPD :CopilotBeenRetired-August 27
44985Copilot: "EXE 'way more productive' than reported? Yes, almost certBeenRetired-August 27
44984Copilot: "highly likely that EXE (High-NA EUV) productivity is materially bBeenRetired-August 27
44983HMI eP6 shipped '22...for better high-NA EXE chips. STILL NOT listed on ASMLBeenRetired-August 27
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