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ASML Holding NV
An SI Board Since May 1997
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41362Modi & ASML talk chips. Modi’s semiconductor push The Modi government wBeenRetired19/2/2025
41361Microsoft (MSFT) Integrates Copilot AI into Samsung TVs Copilot: Great quesBeenRetired-9/2/2025
41360"Clearwater racks will be able to offer 3.5x perf-per-watt gain" [graBeenRetired-9/1/2025
413593, 5 & 7nm 74% of TSMC wafer revenue. Advanced process nodes (3 nm, 5 nm, aBeenRetired-9/1/2025
41358DDR4 more expensive than DDR5 with HBM/DDR5 prioritizing This has created a parBeenRetired19/1/2025
41357AMBA: "Edge AI expected to represent ~80% of our total revenue this year&quBeenRetired-9/1/2025
41356'14-'24: Revenue CAGR +17%, EPS +22%; GM 51% from 44%. From 2014 to 202BeenRetired-9/1/2025
41355"NXE:3800E helping customers improve efficiency by replacing complex multi-BeenRetired-9/1/2025
413549/9: Meet iFone 16, "built for Apple Intelligence" Hmmm.... AppleBeenRetired-9/1/2025
4135318A 288-E-Core Clearwater Forest '25? Intel’s 288-Core Clearwater ForesBeenRetired-9/1/2025
41352Most likely China Inc will be 1st to integrate SD8E2. It is most likely the ChiBeenRetired-9/1/2025
41351Snapdragon 8 Elite Gen 5 Rumored to Hit 4.74GHz, 50% Faster Than Predecessor [gBeenRetired-9/1/2025
41350"expected strong secular growth in edge AI market"BeenRetired-9/1/2025
41349Ambarella (AMBA) Soars up to 32% to Hit New Record High on Highly Optimistic OutBeenRetired-9/1/2025
41348PCIe 6.0 SSDs with up to 512TB capacity and 28GB/s speeds are coming soon - and BeenRetired19/1/2025
41347Fierce Telco competition "gift to semiconductor world" You caught a sBeenRetired-8/31/2025
41346Snapdragon 8 Elite 2 Hits Over 4M on AnTuTu Amid Naming Confusion [graphic] AndBeenRetired18/31/2025
41345~30% of Pixel 10 RAM for AI only. Think the Pixel 10 has 12GB of versatile BeenRetired-8/30/2025
413446nm: A well-equipped Google TV box arrives from a surprising but trusted name BeenRetired-8/30/2025
41343Samsung expands One UI to home appliances with 7 years of updates [graphic] AndBeenRetired18/30/2025
41342"We continue to see very strong demand for new 5nm AI SoCs" :AMBA 2Q25BeenRetired18/29/2025
41341Venice will skip 3nm. "jump straight to N2" "AMD has stated thaBeenRetired-8/29/2025
41340"TSMC is accelerating its plans for 1.4nm" [graphic] PC Gamer 36.5K FBeenRetired-8/29/2025
41339Marvell "sales increased by 57.5% year-over-year" MRVL Earnings: MarveBeenRetired-8/29/2025
41338Dell Technologies revenue jumps 19% to record, largely thanks to AI [graphic] ABeenRetired-8/29/2025
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