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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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42132Intel & Samsung back in EUV chip race? Shirley. Exactly, Mike. You’re cuttiBeenRetired110/24/2025
42131“Current demand is outpacing supply, a trend we expect will persist into 2026.”BeenRetired110/24/2025
42130INTC: 1Q26 “most challenging”. "make enough chips to meet robust demand&quoBeenRetired-10/24/2025
42129“Samsung’s Fab Is More Advanced Than TSMC’s,” Claims Elon Musk, as Tesla Turns tstsimon110/23/2025
42128“Samsung’s Fab Is More Advanced Than TSMC’s,” Claims Elon Musk, as Tesla Turns tBeenRetired110/23/2025
42127"MediaTek announced that it had successfully completed the tape-out of itsBeenRetired-10/23/2025
42126"Samsung showcased HBM4 alongside its 2nm Exynos 2600 & AI6 chip for TeBeenRetired110/23/2025
42125SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design Staff reporter,BeenRetired110/23/2025
42124Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB inteBeenRetired-10/23/2025
42123Hynix "to thoroughly capitalize on ongoing memory supercycle" SK HyniBeenRetired-10/23/2025
42122Samsung, SK Hynix race to build US chip capacity Jessica Tsai, Taipei; Kevin WanBeenRetired-10/23/2025
42121Samsung set to roll out Ballie AI robot in Vietnam with launch imminent Lillian BeenRetired-10/23/2025
42120Samsung expresses confidence in 2nm development, reports solid progress Amy Fan,BeenRetired110/23/2025
42119Amazon wants to use robots to avoid adding over 500,000 new jobs [graphic] OctobBeenRetired110/23/2025
42118Pump day? All straight up. [graphic]BeenRetired110/23/2025
42117Yes—IBM appears strategically comfortable operating a node or two behind the leaBeenRetired-10/23/2025
42116Elon Musk said Tesla’s AI5 chip will be manufactured by both Samsung (Texas) andBeenRetired-10/23/2025
42115Larger node chips a bummer for both TXN & STM. Smaller prosper. "This BeenRetired-10/23/2025
42114Yes—STMicroelectronics (STM) saw stronger performance from smaller-node chips, eBeenRetired-10/23/2025
42113“GSI Gemini-II (PIM) APU will deliver ten times higher throughput” [graphic] TBeenRetired110/23/2025
42112Chips, “national strategic asset,” see exports ~+17% YTD. Korea exported $1BeenRetired110/23/2025
42111+50% capacity in same footprint. -80% 1st token time.BeenRetired-10/23/2025
42110Micron announces customer sampling of 192GB SOCAMM2 [graphic] TipRanks 16.3K FoBeenRetired-10/23/2025
42109Amazon sees faster delivery speeds with hi-tech driver eyeglasses, AI [graphic]BeenRetired-10/22/2025
42108AI Chip Boom Triggers Global Memory Shortage, Lifting Prices for Samsung, SK HynBeenRetired110/22/2025
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