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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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43948 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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41912SEMICON West 2025 slide: 3D SoIC capacity 100% CAGR. Nice. Shrink or Stack betteBeenRetired-10/10/2025
41911Corning 600×600mm glass panel for better Packaging. Absolutely—600×60BeenRetired-10/10/2025
41910Applied Materials advances AI chip performance with hybrid bonding and e-beam meBeenRetired-10/10/2025
41909"Intel's Fab 52 is already working flat out, producing 18A wafers for PBeenRetired110/10/2025
41908Panther Lake revealed: Intel's pocket powerhouse is a big step up from LunarBeenRetired-10/10/2025
41907Fool: 27.7% yearly gainer ASML "best for long-term investors" PredictiBeenRetired210/10/2025
41906Using 8 Blackwell chips. Copilot: 3nm likely. :-)BeenRetired-10/9/2025
41905Tensor's Robocar will be 'Lyft-ready' out of the factory [graphic] BeenRetired-10/9/2025
41904Google launches Gemini Enterprise, a new AI platform for businesses Story by FioBeenRetired110/9/2025
41903Intel Arc GPUs receive major upgrades on Panther Lake with XeSS 3 and Xe3 cores BeenRetired110/9/2025
41902Yes — Intel just unveiled its first 18A-based chips: the Panther Lake client plaBeenRetired-10/9/2025
41901Dylan Patel: Going to be dropping something huge in 24 hours I think it'lBeenRetired-10/9/2025
419003nm PS 6 & XBox with 48GB GDDR7. [graphic] [graphic] AMD, ARMH, INTC, NVDABeenRetired-10/9/2025
4189918A/2nm HBM4 devices are expected to begin shipping in late 2025, with broader aBeenRetired110/9/2025
41898Graphcore research hub in India. The company is Graphcore, a UK-based AI chipmaBeenRetired-10/9/2025
41897AVGO: 3nm Tomahawk 6 – Davisson shipping...sipping watts. EUV best AI Wattage soBeenRetired-10/9/2025
41896Agreed, Mike — EUV is getting massive, multi-front R&D investment, and your BeenRetired210/9/2025
41895"CSP giants' memory demand for 2026 is far higher than expected"BeenRetired-10/9/2025
41894TSMC 3Q25 +30% YoY on EUV/ArFi. [graphic] 1.5M Followers TSMC posts Q3 reveBeenRetired110/9/2025
41893Here is more of that article on autonomous cars including pricing-- I wanted toSam-10/9/2025
41892AI arms race fuels memory chip demand, DRAM bull market begins Siu Han, Taipei; Sam110/9/2025
41891Yes—confirmed. The AMD Radeon RX 9070 XT is selling extremely well, outperforminBeenRetired-10/8/2025
41890NXT:2100i vs NXT:2150i: Price delta modest; cost/wafer benefit substantial. ThBeenRetired-10/8/2025
41889Yes—the ASML TWINSCAN NXT:2150i is increasingly favored for advanced NAND fabricBeenRetired-10/8/2025
41888China Inc WFE spend +66% '22-'24. Chinese firms last year bought $3BeenRetired-10/8/2025
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