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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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42074Micron skips a node? Weighing big bet on 9nm DRAM and US$100B fab future Amy FanBeenRetired-October 20
42073Micron warns DRAM market tightness to worsen through 2026 Chiang Jen-Chieh, TaipBeenRetired-October 20
42072Memory capacity shortage sparks 2026 supply chain scramble, raising disruption rBeenRetired-October 20
42071Broadcom and Arm push PCIe 7.0 redesign for faster AI servers Joseph Chen, DIGITBeenRetired-October 20
42070South Korea's FIX 2025 to showcase AI's industrial future Sherri Wang, DBeenRetired1October 20
42069iPhone 17 sparks strong upgrade demand with longer wait times and more orders JoBeenRetired1October 20
42068SpaceX launches rockets from opposite coasts, ties mission total [graphic] UPI BeenRetired1October 20
42067Enduring slime street pump n dump cycles. [graphic] PS The only cycle I believe?BeenRetired-October 19
42066TechInsights Announces 2026 Semiconductor Market Outlook Report Series [graphic]BeenRetired-October 19
42065'25: "strong semiconductor market growth of ~15%." Wet Chemicals &BeenRetired-October 19
42064Buybacks resume as expansion concludes? Prolly. Copilot: Yes, recent reports suBeenRetired-October 19
42063Cerebras WSE 20X Nvidia Inference. [graphic] The Motley Fool 613.5K Followers BeenRetired-October 19
42062IBM Launches Three New AI Agents on Oracle’s (ORCL) Marketplace [graphic] TipRaBeenRetired-October 19
42061SpaceX Set to Launch 10,000th Starlink Satellite: What This Means for Your InterBeenRetired-October 19
42060Junk "report": Meet AMIES, China’s new hope in breaking reliance on ASBeenRetired-October 19
42059Vera Rubin bit intense drop-in Blackwell replacement. Rolling MoAPS made easy. ABeenRetired-October 19
42058from #stocktalk on X NVIDIA AND TAIWAN SEMICONDUCTOR HAVE OFFICIALLY PRODUCED TTobias Ekman2October 18
42057'16 DGX-1 $129K '25 DGX Spark $4K. 3.2K watts vs 240. BeenRetired-October 18
42056(X)R Headset wars? Yup. "Long-term CAGR (2025–2029) is projected at 38.6%, BeenRetired-October 18
42055Walmart Creates Role to Lead Drone and Autonomous Delivery Tech [graphic] BloomBeenRetired-October 18
42054Second-gen Phison [6nm] SSD controllers hit the market with 14.9 GB/s speeds — TBeenRetired-October 18
42053US military greenlights up to 100 SpaceX launches per year from California [graBeenRetired-October 18
42052Meta's Ray-Ban Maker Says Its AI Smart Glasses Could Be the New Smartphone aBeenRetired-October 18
42051Analyst targets are moving higher and short interest is falling, signaling growBeenRetired-October 18
42050Beyond Moore’s Law: Scientists build world’s first six-layer hybrid microchip [BeenRetired-October 18
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