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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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42407I've seen the TSMC "October order slowdown" spun both negatively aRenmanco-11/14/2025
42406TSMC Revenue Growth Slows To 16.9% Amid AI Chip Frenzy - BusinessToday [graphic]BeenRetired111/14/2025
42405CRWV 3Q25 revenue >2X YoY.BeenRetired-11/14/2025
42404CoreWeave - CoreWeave Reports Strong Third Quarter 2025 Results CoreWeave ReporBeenRetired-11/14/2025
424033nm output +60% on demand. Nvidia CEO Requests More TSMC Wafers Amid SurginBeenRetired-11/14/2025
42402Anthropic to invest $50 billion to build data centers in US [graphic] By ReutersBeenRetired111/14/2025
42401Lisa Su says AMD is moving at an 'incredible pace' as the chipmaker'BeenRetired-11/14/2025
42400Applied Materials projects upbeat quarterly revenue on steady AI chip demand [gBeenRetired-11/14/2025
42399"As of July 2025, sales of Ray-Ban Meta glasses tripled year-over-year"BeenRetired111/13/2025
42398Yes, confirmed: Ray-Ban Meta smart glasses are seeing strong popularity and saleBeenRetired111/13/2025
42397"HBM demand will grow 77% YoY '26 & 68% '27"BeenRetired-11/13/2025
42396HBM4E Seen Hitting 40% of 2027 Market; Samsung, SK hynix Reportedly Aim for 1H26BeenRetired-11/13/2025
42395Hynix "PCIe Gen5 eSSDs with 245 TB-plus QLC" 2026–2028: Custom HBM4BeenRetired-11/13/2025
42394Samsung LPDDR6 Memory Specs Unveiled: 10.7Gbps Speed on 12nm; Reportedly Eyes 14BeenRetired-11/13/2025
42393TSMC Reportedly Plans 12 New Advanced Process and Packaging Fabs in Taiwan as 2nBeenRetired-11/13/2025
42392VSORA Launches Europe’s Most Powerful AI Inference Chip [graphic] Shannon Davis BeenRetired-11/13/2025
42391POLYN Technology Announces First Silicon-Implemented NASP Chip [graphic] ShannonBeenRetired-11/13/2025
42390NVIDIA, South Korea Government and Industrial Giants Build AI Infrastructure andBeenRetired-11/13/2025
42389NVIDIA and Samsung Build AI Factory [graphic] Shannon Davis 2 weeks ago NVIDIA BeenRetired-11/13/2025
42388Innatera Signs Joya as ODM Customer [graphic] Shannon Davis 2 days ago InnateraBeenRetired-11/13/2025
42387Blaize Deploys [ArFi] Arteris NoC IP to Power Scalable, Energy-Efficient Edge AIBeenRetired-11/13/2025
42386Omdia: Display Demand Expected to Grow 6% in Area by 2026 [graphic] Shannon DaviBeenRetired-11/13/2025
42385Su: AMD >35% sales CAGR "over next 3 to 5 years" [graphic] BloombeBeenRetired111/12/2025
42384Foxconn Profit Tops Estimates Amid Robust AI Server Business [graphic] The WallBeenRetired-11/12/2025
42383Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforciBeenRetired-11/11/2025
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