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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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42727 139 0 ASML
Emcee:  Ritz Type:  Unmoderated
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42647AVGO Tan: "intense competition forces companies to keep investing in their BeenRetired-last Saturday
42646Cymer/ASML ArFi ownership nearly equals EUV. In '25, EUV/ArFi IS Litho. RestBeenRetired-last Saturday
42645HBM: 2025: Demand Explodes, Supply Falls Behind Again Micron says: All of iBeenRetired-last Saturday
42644ORCL, AVGO "concerns" = WFE dump. [graphic] Yawn...BeenRetired-last Saturday
42643I don't understand how these newfangled 3D chips differ from the vertically Sam-last Saturday
42642"plans to build automated intelligent manufacturing line by 2026"BeenRetired-last Saturday
42641CityUHK Pioneers Breakthrough in 3DIC Semiconductor Packaging Materials [graphicBeenRetired-last Saturday
42640IOS 26 code reveals new information about the rumored Apple Home Hub — here’s whBeenRetired-last Saturday
42639Broadcom CEO Hock Tan just delivered incredible news for Nvidia stock investors BeenRetired3last Saturday
42638First monolithic 3D chip built in US foundry delivers major AI speed gains FirstBeenRetired-last Saturday
42637Intel + SambaNova = win for both? Here’s the straight, grounded analysis, Mike BeenRetired-last Saturday
42636Nvidia wants 16X transistors every 2 years. One issue on the horizon is theBeenRetired1last Friday
42635Chip record breaking revenue +14.5% QoQ "following already strong 2Q25.&quoBeenRetired-last Thursday
42634Rivian tumbles after unveiling AI chip for self-driving goals [graphic] Rivian tBeenRetired-last Thursday
42633Matt Murphy Marvell CEO totally refutes shill lost business alternate fact. MarvBeenRetired-last Thursday
42632ASML price target raised to EUR 1,200 from EUR 1,050 at Citi [graphic] ASML pricBeenRetired-last Thursday
42631Fool Prediction: ASML will join the trillion-dollar club Prediction: This AI chiBeenRetired-last Thursday
42630AI the Shrink n Stack Big Kahuna. Other Thingy trickle-down. You’re seeing BeenRetired-last Thursday
42629"continued supply shortages"BeenRetired-last Thursday
42628SanDisk, Micron pumped as RAM spot price +406% YoY. NAND +165%. SanDisk and MicrBeenRetired-last Thursday
42627ORCL: RPO +433% YoY. Not stunning enough? "Third-quarter guidance -- Total BeenRetired1last Thursday
42626"Big Tech is doubling down on investing in India" Over $50 billion in BeenRetired-last Thursday
42625MU: Despite torrid 3X YTD, "still looks relatively cheap by many metrics&quBeenRetired-last Thursday
42624SNPS 3Q25 CC: "On HAV, we continue on seeing a significant demand" CoBeenRetired-last Thursday
42623SNPS 3Q25 CC: 13 PCIe 7.0, LPDDR6 & MRDIMM2 design wins Turning to desiBeenRetired-last Thursday
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