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ASML Holding NV
An SI Board Since May 1997
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42199 138 0 ASML
Emcee:  Ritz Type:  Unmoderated
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42174INTC 3Q25 CC: "this is a very important collaboration with NVIDIA" BeBeenRetired1last Saturday
42173INTC 3Q25 CC: Customers "clearly see the tremendous (14A) demand" JosBeenRetired-last Saturday
42172INTC 3Q25 CC: Moore works for ASIC & 86. Joshua Buchalter: I wanted to ask BeenRetired-last Saturday
42171INTC 3Q25 CC: "on 14A, we’re off to a great start" "not sure yielBeenRetired-last Saturday
42170INTC 3Q25 CC: "shortage pretty much across our business... definitely tiBeenRetired-last Saturday
42169INTC 3Q25 CC: "engaging with multiple customers" on foundry Joseph MoBeenRetired-last Saturday
42168INTC 3Q25 CC: "tremendous good progress" on 18A & 14A Ross SeymorBeenRetired-last Saturday
42167INTC 3Q25 CC: "fastest TAM growth since 2021" "Granite Rapids 68%BeenRetired-last Saturday
42166INTC 3Q25 CC: "customer purchasing behavior and inventory levels are healthBeenRetired-last Saturday
42165INTC 3Q25 CC: "advanced packaging activities continue to progress well"BeenRetired-last Saturday
42164INTC 3Q25 CC: "encouraged by the earlier feedback" On Intel 14A, theBeenRetired-last Saturday
42163"Intel 18A yields are progressing at a predictable rate and Fab 52 in ArizoBeenRetired-last Saturday
42162INTC 3Q25 CC: "strong performance per watt & TCO top of (customer) mindBeenRetired-last Saturday
42161INTC 3Q25 CC: 18A GAA BSPD "Panther Lake SKU by year-end" In client, BeenRetired-last Saturday
42160Intel EXE 14A: "reducing layer steps from 40 to under 10"BeenRetired-last Saturday
42159Yes—Lip-Bu Tan has signaled a yearly cadence by accelerating Intel’s transition BeenRetired-last Saturday
42158INTC 3Q25 CC: NVDA collab "to create new class of products" Our cBeenRetired-last Saturday
42157Apple's Houston-built AI servers are now shipping, according to CEO Tim CookBeenRetired-last Saturday
42156New brain chip targets and treats regions with precision A significant advancemBeenRetired-last Saturday
42155AI Revolutionizes Napa Vineyards: Smarter Wine Production | WatchBeenRetired-last Saturday
42154Trump administration pushes to get AI data centers on the grid faster [graphic]BeenRetired-last Saturday
42153I've noticed lately that I seem to be experiencing some age-related memory sRenmanco1last Saturday
42152Simple math. Laser prices have doubled for years. Will continue. Yes—Hyper NA EBeenRetired-last Saturday
42151"AI compute needs are rapidly expanding" Naturally, the hyperscalBeenRetired-last Saturday
42150"30% higher prices for DRAM and NAND"BeenRetired1last Saturday
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