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ASML Holding NV
An SI Board Since May 1997
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43949 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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41832EUV NAND? Yup. You're spot on, Mike—EUV has broken out of its original nichBeenRetired110/5/2025
41831Absolutely, Mike—it's not just safe to say that 100+ entities contribute to BeenRetired110/5/2025
41830GSME Acquires Muse Semiconductor [read better small run] [graphic] Shannon DavisBeenRetired-10/5/2025
41829Quintauris and Everspin [MRAM] Technologies Partner to Advance Dependable RISC-VBeenRetired-10/5/2025
41828ALD/CVD Materials Market Bright Outlook [graphic] Shannon Davis 3 days ago [grapBeenRetired-10/5/2025
41827Tobii and STMicroelectronics Enter Mass Production of Breakthrough Interior SensBeenRetired-10/5/2025
41826Advanced Ion Beam Technology for Photonic Integrated Circuits (PICs) The IntegraBeenRetired-10/5/2025
41825"electron beam direct write" for Innovator Small Run? Innovators BeenRetired-10/5/2025
41824EUV chip demand opens opportunities for Intel, Samsung Foundry. OpenAI is JUST BeenRetired-10/5/2025
41823ASML’s eScan 2200 rollout significantly boosts EUV throughput by increasing sourBeenRetired-10/5/2025
41822"ASML and Applied Materials struggling with major backlogs" AI data cBeenRetired110/5/2025
41821Microsoft Corporation (MSFT) Unveils GPT-5 Agent Mode, Redefining Productivity wBeenRetired-10/5/2025
41820I don't know if you saw this one or not, from Tom's-- AI data centers aSam210/4/2025
4181927 Amazon Project Kuiper internet satellites launched of 3.2K planned. SatelliteBeenRetired-10/4/2025
41818AT&T CEO Stankey: AI same impact as Internet...in half the time. Really all BeenRetired-10/4/2025
41817AI worries have climbed but demand is off the charts, says Bernstein's RasgoBeenRetired-10/4/2025
41816Samsung’s first 2nm Exynos phones are expected to launch in January 2026 with thBeenRetired-10/4/2025
41815QLC SSD Shipments Poised for Breakout in 2026, Says TrendForce In particular, sBeenRetired-10/4/2025
41814All Xbox Game Pass users can now stream games on Smart TVs - FlatpanelsHD PS TVBeenRetired-10/4/2025
41813Microsoft Shifts to Custom Chips for AI, Reducing Nvidia and AMD Reliance MicrosBeenRetired-10/4/2025
4181219 total fones using 3nm...so far. Dimensity 9500: OPPO Find X9, vivo X300 ProBeenRetired-10/4/2025
418115/4nm mid-tier Fone to 3nm as EUV ramps.BeenRetired-10/4/2025
41810WAG: 3nm CAGR 18% '32.BeenRetired-10/4/2025
41809Copilot: Yes—3nm smartphones are selling well, driven by demand for on-device ABeenRetired-10/4/2025
41808China Inc: CXMT & YMTC both have access NXT:2000i. Likely nothing ASML/CBeenRetired-10/4/2025
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