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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
43948 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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42007TSMC 3Q25 CC: About 70% of capital budget will be allocated for advanced processBeenRetired110/16/2025
42006TSMC 3Q25: It's all about Leading-Edge, stoopid. Company Performance TSMCBeenRetired-10/16/2025
42005"very comfortable that demand on leading-edge semiconductors is real" BeenRetired-10/16/2025
42004TSMC raises revenue forecast on bullish outlook for AI megatrend [graphic] 1.BeenRetired-10/16/2025
42003ASML left behind in WFE pump [graphic]BeenRetired-10/16/2025
42002iPad Pro M5 Brings Massive AI Performance Boost, Faster Charging [graphic] AndrBeenRetired-10/15/2025
42001Nvidia, Microsoft, and BlackRock Just Struck a Massive AI Data Center Deal [grBeenRetired-10/15/2025
42000Google's Nano Banana AI Emerges as Game-Changer in $917 Million Image GeneraBeenRetired-10/15/2025
41999Project Moohan Headset coming to head near you 10/21. Samsung's challenger BeenRetired-10/15/2025
41998Lumpy +52% QoQ: ASML’s Q4 2025 Sales & Bookings Outlook Sales Forecast Q4 BeenRetired-10/15/2025
41997Yes—ASML’s XT:260 i-line tool is designed to work in conjunction with ArF and EUBeenRetired-10/15/2025
41996"Intel, by contrast, is embracing EXE for 14A, aiming for lower mask count BeenRetired110/15/2025
41995To match EXE 14A output, TSMC may need 3X NXE. :-)BeenRetired-10/15/2025
41994TSMC 14A may require quad pattern NXE driving up ASML sales. Why 14A Needs MoreBeenRetired-10/15/2025
419933Q25 SD: ArFi 52% of sales. Cymer/ASML ArFi domination very close to EUV. PriceyBeenRetired110/15/2025
41992XT:260: "unique performance at high throughput" [graphic]BeenRetired110/15/2025
41991Waymo plans to bring its driverless taxis to London in 2026 [graphic] The AssocBeenRetired-10/15/2025
41990XT:260 just 1st. There will be more. [graphic] PS Looks like ASML will enjoy MoBeenRetired110/15/2025
41989That was announced a month ago-- ASML and SK hynix assemble industry-first Sam-10/15/2025
41988Hynix started EXE:5200 install [graphic] Q3 2025 financial results PS Go EXE oBeenRetired110/15/2025
41987High NA maturity quite ahead of Low NA. [graphic] [graphic] Q3 2025 financial BeenRetired110/15/2025
41986XT:260, ~4X Package productivity, shipped. "On the technology side, we seeBeenRetired-10/15/2025
41985manipulated WFE dump EoD. [graphic]BeenRetired-10/15/2025
41984Broadcom launches next-gen Wi-Fi 8 silicon for home gateways, handhelds [graphicBeenRetired-10/15/2025
41983LRCX: New Kiyo for better Package, 3DIC. [graphic] Insider Monkey 12K FolloweBeenRetired-10/15/2025
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