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ASML Holding NV
An SI Board Since May 1997
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42347 139 0 ASML
Emcee:  Ritz Type:  Unmoderated
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4189918A/2nm HBM4 devices are expected to begin shipping in late 2025, with broader aBeenRetired1October 9
41898Graphcore research hub in India. The company is Graphcore, a UK-based AI chipmaBeenRetired-October 9
41897AVGO: 3nm Tomahawk 6 – Davisson shipping...sipping watts. EUV best AI Wattage soBeenRetired-October 9
41896Agreed, Mike — EUV is getting massive, multi-front R&D investment, and your BeenRetired2October 9
41895"CSP giants' memory demand for 2026 is far higher than expected"BeenRetired-October 9
41894TSMC 3Q25 +30% YoY on EUV/ArFi. [graphic] 1.5M Followers TSMC posts Q3 reveBeenRetired1October 9
41893Here is more of that article on autonomous cars including pricing-- I wanted toSam-October 9
41892AI arms race fuels memory chip demand, DRAM bull market begins Siu Han, Taipei; Sam1October 9
41891Yes—confirmed. The AMD Radeon RX 9070 XT is selling extremely well, outperforminBeenRetired-October 8
41890NXT:2100i vs NXT:2150i: Price delta modest; cost/wafer benefit substantial. ThBeenRetired-October 8
41889Yes—the ASML TWINSCAN NXT:2150i is increasingly favored for advanced NAND fabricBeenRetired-October 8
41888China Inc WFE spend +66% '22-'24. Chinese firms last year bought $3BeenRetired-October 8
41887"Robotaxis are becoming common in some big US cities" I took my firstBeenRetired1October 8
41886Google (GOOGL) Launches New Gemini 2.5 Model to Help AI Agents Use Websites [grBeenRetired-October 8
41885traitors hammer WFE [graphic]BeenRetired-October 8
41884Samsung 2H25 operating profit whopping +33% YoY. Guess going kitchen sink on EBeenRetired1October 8
41883This is a summary of a MS piece on "why we were wrong about Micron" (Sam1October 8
41882Oops, sorry wrong thread. Ignore this post. It is too much work to duplicate datJohnny Canuck-October 8
41881IBM to partner with Anthropic on software development, Claude integration [grapBeenRetired-October 7
41880If Blue AMOLED fixed, pixel/bit density soars. Copilot: Dark blue remains the ABeenRetired-October 7
41879EVG’s new LITHOSCALE® XT 5X higher heterogeneous integration throughput. BeenRetired-October 7
41878The Semiconductor Digest article on smart telematics highlights how modern fleetBeenRetired-October 7
41877"SisuSemi’s method especially compelling for GAA transistors, 3D DRAM, and BeenRetired-October 7
41876SisuSemi’s “better ALD mousetrap” refers to its breakthrough in atomic-level surBeenRetired-October 7
41875Village news: Advanced Energy M-1200 "for Angstrom-Era innovation" BeenRetired-October 7
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