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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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45289 145 0 ASML
Emcee:  Ritz Type:  Unmoderated
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45254slime street pumps chips/hardware. Duh. history repeats. traitors manipulate in BeenRetired-last Tuesday
45253$5B Data-Center revenue F27. Qualcomm is in production with Amazon and expeBeenRetired-last Tuesday
45252"Combined inference: Samsung’s 2nm productivity is improving faster than puBeenRetired1last Tuesday
45251"SF2 -> SF2T -> SF2P cadence is unusually fast"BeenRetired-last Tuesday
45250Demanding Tesla got Samsung 2nm SF2T early 2026. Copilot Search: Tesla’s AI5 (HBeenRetired1last Tuesday
45249Copilot: "SF2P (2nd-gen 2nm) is being accelerated for mass production this BeenRetired-last Tuesday
45248"new Apple CEO wants to release more products faster than before" JohBeenRetired-last Tuesday
45247Copilot: Nanya will deploy EUV for 1C and 1D DDR5 Short answer: Yes — NanBeenRetired-September 28
45246"Taiwan’s major memory players...are also raising capital spending...focusiBeenRetired1September 28
45245Copilot: EXE "paired with eP6 + eScan2200, Intel A14 becomes materially morBeenRetired-September 28
45244EXE "reducing certain patterning steps from 40 to fewer than 10" TSMCBeenRetired-September 28
45243MediaTek "expanding beyond handsets into AI infrastructure and custom silicBeenRetired-September 28
45242TSMC increases 2nm wafer production outlook by 20%: report [graphic] Seeking AlBeenRetired-September 28
45241ASML up more than WFE. Hmmm.... [graphic] [graphic]BeenRetired-September 28
45240AMD acquires World Labs in $8.2 billion deal to bolster AI systems strategy [grBeenRetired-September 28
45239SiMa.ai Modalix MLSoC™ for Smart AI Edge/Endpoint. Physical AI chip developeBeenRetired-September 28
45238XT:260 4× faster than older packaging tools. Higher throughput -> lowerBeenRetired-September 28
45237Z-dimension transistor skyward bonanza JUST started. XT:260 From: BeenRetired BeenRetired-September 28
452363 & 2nm high yields create abundance. Packaging next opportunity. PackaBeenRetired-September 28
45235"Gimlet Plans to Use Cerebras CS-4 Systems" Cerebras to supply AI comBeenRetired-September 28
45234AWS Graviton & Trainium triple-digit growth. AI Chip Competition: While NviBeenRetired-September 28
45233Nvidia-backed Iambic delivers cancer drug in ½ time with AI. This cancer dBeenRetired-September 27
45232"Tan pointed to advanced packaging as Intel’s next major growth area" BeenRetired-September 27
45231Qualcomm wants to be in every wearable you own, and it just showed how [graphicBeenRetired1September 27
45230Intel LBT: Even with yuge strides only able to meet 50% of demand. "Tan reBeenRetired-September 27
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