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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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42235 138 0 ASML
Emcee:  Ritz Type:  Unmoderated
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42099Smaller node "communications equipment jumped 45% YoY"BeenRetired1October 22
42098TXN 3Q25 CC: Smaller node sales up bigly. Larger? Not so much. Copilot: Yes—TXNBeenRetired-October 22
42097Oracle 3Q26 MI450 supercluster requires 16-Hi 384GB HBM4 times 2 (more?). CopilBeenRetired1October 21
42096"RTX Pro 5000 Blackwell GPU with 72GB GDDR7 — 50% more VRAM" This echBeenRetired1October 21
42095AMD, Oracle Expand Partnership to Deploy Next-Gen AI Supercluster with MI450 GPUBeenRetired1October 21
42094Exynos 2600 "NPU that is 6x stronger than Apple A19 Pro"BeenRetired1October 21
42093Half of Galaxy S26 Units Could Run Exynos 2600 — Including the 'Ultra' BeenRetired-October 21
42092Prediction: Intel Foundry Will Be a Massive AI Winner [graphic] Story by TimothyBeenRetired1October 21
42091Apple Unveils [3nm] M5 Chip with Major AI Performance Boost for MacBook Pro, iPaBeenRetired-October 21
42090"Exynos 2600 GPU performance up to 75% higher than Apple A19 Pro" BeenRetired-October 21
420893nm vivo "X300 series have set an all time high record" Hmmm.... New iBeenRetired-October 21
42088"10X power efficiency and 10X cost benefits over legacy"BeenRetired-October 21
42087NEXT Semiconductor Announces Availability of its’ Full Waveform Capture Digital BeenRetired-October 21
42086"GroqCloud delivers over 5X faster and more cost-efficient inference" BeenRetired-October 21
42085IBM and Groq Partner to Accelerate Enterprise AI Deployment [graphic] Shannon DaBeenRetired-October 21
42084The ASML "order book" and the next 1-2 years look excellent enough to Renmanco2October 21
42083Buybacks resume. +~128% shares/day. [graphic]BeenRetired1October 20
42082Even with 7/15/25 halt, '25 buyback historical high. Quarter still to go! [gBeenRetired-October 20
42081"Apple and Qualcomm now highlight node size" Copilot: Yes—buyers of pBeenRetired-October 20
42080Samsung’s [2nm] Exynos 2600 crushes Apple’s A19 Pro in early performance leaks BeenRetired1October 20
42079AWS "huge data center effort Project Rainier already 'well underway'BeenRetired-October 20
42078Big Tech firms are building their own AI chips to reduce dependence on Nvidia [BeenRetired-October 20
42077TSMC sees strong AI chip demand as GPU, ASIC orders surge Jay Liu, Taipei; SherrBeenRetired-October 20
42076Dixon sees strong growth across mobile, telecom, and IT hardware segments JingyuBeenRetired-October 20
42075Samsung wins order with Hyundai to develop 8nm automotive chips Amy Fan, Taipei;BeenRetired1October 20
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