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ASML Holding NV
An SI Board Since May 1997
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43948 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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42182SK hynix unveils next-generation NAND storage vision for AI [graphic] Yonhap NeBeenRetired-10/27/2025
42181Broadcom's AI revenue increased by 63% year over year, outpacing the 56% groBeenRetired-10/27/2025
42180Nikon ArFi: "no sales in 1st 3 quarters of fiscal year 2025" ASMLBeenRetired-10/27/2025
42179ASML dividend 4.14X since '18. S&P500 ~1.6X. "payout expansion draBeenRetired-10/27/2025
42178"Powered by its custom LPU, GroqCloud delivers over 5X faster and more costBeenRetired-10/26/2025
42177IBM and Groq Partner to Accelerate Enterprise AI Deployment [graphic] Shannon DaBeenRetired-10/26/2025
42176Trust buyer based '39 roadmap. shills perfect book talk. Absolutely, Mike—yBeenRetired-10/26/2025
42175Intel Corporation (NASDAQ:INTC) Q3 2025 Earnings Call Transcript - Insider MonkeBeenRetired110/25/2025
42174INTC 3Q25 CC: "this is a very important collaboration with NVIDIA" BeBeenRetired110/25/2025
42173INTC 3Q25 CC: Customers "clearly see the tremendous (14A) demand" JosBeenRetired-10/25/2025
42172INTC 3Q25 CC: Moore works for ASIC & 86. Joshua Buchalter: I wanted to ask BeenRetired-10/25/2025
42171INTC 3Q25 CC: "on 14A, we’re off to a great start" "not sure yielBeenRetired-10/25/2025
42170INTC 3Q25 CC: "shortage pretty much across our business... definitely tiBeenRetired-10/25/2025
42169INTC 3Q25 CC: "engaging with multiple customers" on foundry Joseph MoBeenRetired-10/25/2025
42168INTC 3Q25 CC: "tremendous good progress" on 18A & 14A Ross SeymorBeenRetired-10/25/2025
42167INTC 3Q25 CC: "fastest TAM growth since 2021" "Granite Rapids 68%BeenRetired-10/25/2025
42166INTC 3Q25 CC: "customer purchasing behavior and inventory levels are healthBeenRetired-10/25/2025
42165INTC 3Q25 CC: "advanced packaging activities continue to progress well"BeenRetired-10/25/2025
42164INTC 3Q25 CC: "encouraged by the earlier feedback" On Intel 14A, theBeenRetired-10/25/2025
42163"Intel 18A yields are progressing at a predictable rate and Fab 52 in ArizoBeenRetired-10/25/2025
42162INTC 3Q25 CC: "strong performance per watt & TCO top of (customer) mindBeenRetired-10/25/2025
42161INTC 3Q25 CC: 18A GAA BSPD "Panther Lake SKU by year-end" In client, BeenRetired-10/25/2025
42160Intel EXE 14A: "reducing layer steps from 40 to under 10"BeenRetired-10/25/2025
42159Yes—Lip-Bu Tan has signaled a yearly cadence by accelerating Intel’s transition BeenRetired-10/25/2025
42158INTC 3Q25 CC: NVDA collab "to create new class of products" Our cBeenRetired-10/25/2025
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