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ASML Holding NV
An SI Board Since May 1997
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Emcee:  Ritz Type:  Unmoderated
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41824EUV chip demand opens opportunities for Intel, Samsung Foundry. OpenAI is JUST BeenRetired-October 5
41823ASML’s eScan 2200 rollout significantly boosts EUV throughput by increasing sourBeenRetired-October 5
41822"ASML and Applied Materials struggling with major backlogs" AI data cBeenRetired1October 5
41821Microsoft Corporation (MSFT) Unveils GPT-5 Agent Mode, Redefining Productivity wBeenRetired-October 5
41820I don't know if you saw this one or not, from Tom's-- AI data centers aSam2October 4
4181927 Amazon Project Kuiper internet satellites launched of 3.2K planned. SatelliteBeenRetired-October 4
41818AT&T CEO Stankey: AI same impact as Internet...in half the time. Really all BeenRetired-October 4
41817AI worries have climbed but demand is off the charts, says Bernstein's RasgoBeenRetired-October 4
41816Samsung’s first 2nm Exynos phones are expected to launch in January 2026 with thBeenRetired-October 4
41815QLC SSD Shipments Poised for Breakout in 2026, Says TrendForce In particular, sBeenRetired-October 4
41814All Xbox Game Pass users can now stream games on Smart TVs - FlatpanelsHD PS TVBeenRetired-October 4
41813Microsoft Shifts to Custom Chips for AI, Reducing Nvidia and AMD Reliance MicrosBeenRetired-October 4
4181219 total fones using 3nm...so far. Dimensity 9500: OPPO Find X9, vivo X300 ProBeenRetired-October 4
418115/4nm mid-tier Fone to 3nm as EUV ramps.BeenRetired-October 4
41810WAG: 3nm CAGR 18% '32.BeenRetired-October 4
41809Copilot: Yes—3nm smartphones are selling well, driven by demand for on-device ABeenRetired-October 4
41808China Inc: CXMT & YMTC both have access NXT:2000i. Likely nothing ASML/CBeenRetired-October 4
41807"Our dream is that every device in the world will have an Indian-made chip&BeenRetired-October 4
41806Semiconductor Mission | India's great chip gambit [graphic] India Today 1.BeenRetired-October 4
4180514 fones confirmed using 3nm SD8EG5 AP. 3nm flood well underway. Great NXE ProdBeenRetired-October 4
41804Groq plans to set up over 12 data centers next year: report [graphic] Seeking ABeenRetired-October 4
41803Corning Is Poised for Dominance in AI Data Centers. It’s All About the Optics. BeenRetired1October 4
41802AI doubling every ~6.5 months. AI market explodes: $25 trillion tech valuation BeenRetired-October 4
41801Samsung Galaxy XR Headset Set to Launch in Late October [graphic] Android HeadlBeenRetired-October 4
41800EXE:5200B: +60% throughput; -50% errors; 3X density NXE. Copilot: EXE:5200B’s HBeenRetired-October 4
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