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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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42362DDR5: "A severe memory shortage" "as spot prices triple" BeenRetired111/10/2025
42361Free cash flow supports rising CapEx. “If we look at capex over free cash fBeenRetired-11/10/2025
42360The best decision regarding both ASLM and TSM is to simply hold them both, don&Renmanco111/9/2025
42359>90% of WFE spend for sub-7nm. Nuff said.BeenRetired-11/9/2025
42358Yes—there’s now substantial, multi-sourced evidence that EUV chip demand is acceBeenRetired-11/9/2025
42357Nvidia Ramps Up TSMC Orders as Blackwell AI Chip Demand Soars [graphic] TipRanksBeenRetired-11/9/2025
42356Uber, Lyft, and DoorDash say self-driving tech is the future — and they'll nBeenRetired-11/9/2025
42355"this shortage could stretch well into 2026"BeenRetired-11/8/2025
42354SanDisk reportedly jacks up flash prices by 50% as memory makers cash in on AI-fBeenRetired-11/8/2025
42353CAMM2 RAM is the PC innovation I'm most excited for The current DIMM (DBeenRetired-11/8/2025
42352Dan Ives Sees Nasdaq At 30,000 Points, Explaining Why AI Revolution Is Not BubblBeenRetired-11/8/2025
42351Intel, BOE Introduce 1Hz Laptop Refresh Rate, Cutting Power Use By Up to 65% [gBeenRetired-11/8/2025
42350Smartphone camera race is about to get so ridiculous that the iPhone 17 pro lookBeenRetired111/8/2025
42349Samsung to Unveil LPDDR6 RAM and AI-Optimized SSD at CES 2026 [graphic] AndroidBeenRetired-11/8/2025
42348Nvidia (NVDA) CEO Huang Confirms ‘Soaring Demand’ for Blackwell AI Chips [graphiBeenRetired-11/8/2025
42347Samsung to Begin 2nm Chip Manufacturing in the US by 2026 [graphic] Android HeaBeenRetired-11/7/2025
42346Nvidia lands $2 billion Kazakhstan AI chip deal as stock sheds $450 billion in mBeenRetired-11/7/2025
42345Musk: fully autonomous Robotaxi "within the coming months" [graphic] BeenRetired-11/7/2025
42344"To reduce mask count & improve yield, Intel developed pattern shaping BeenRetired-11/7/2025
42343No—Intel’s 18A node does not currently require High-NA EUV (EXE) for production.BeenRetired-11/7/2025
42342"Broad availability is expected in January 2026"BeenRetired111/7/2025
42341Yes—Intel is now shipping its 18A-based Panther Lake processors (Core Ultra SeriBeenRetired111/7/2025
42340"Google is becoming a 'great hardware company'” No—Google does notBeenRetired-11/7/2025
42339Google deploys new Axion CPUs and seventh-gen Ironwood TPU — training and infereBeenRetired-11/7/2025
42338Qualcomm CEO Says the World Is Underestimating How Big AI Will Get [graphic] BlBeenRetired-11/7/2025
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