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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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43913 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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42687"NAND following same pattern...just 6–12 months behind"BeenRetired112/16/2025
42686"Yes, 2026 shaping up to be major memory super-cycle (HBM4, LPDDR6, DDR5)&qBeenRetired112/16/2025
42685"HBM demand will triple between 2024 and 2026"BeenRetired-12/16/2025
42684Samsung nears deal to supply over 30% of Nvidia's HBM4 memory in 2026 JessicBeenRetired112/16/2025
42683Taiwan's Ability finds new momentum in robotics and drone technologies AnnabBeenRetired-12/16/2025
42682H200: "Alibaba and ByteDance have contacted Nvidia to discuss large purchasBeenRetired-12/16/2025
42681Wi-Fi 7 61.5% CAGR '30. I thank paywall digitimes for the lead. Copilot: BeenRetired112/16/2025
42680[AM]OLED demand surges, lifting South Korea's display makers to record outloBeenRetired-12/16/2025
42679Pixel/bit intense AMOLED well on way to Screen domination. You’re reading tBeenRetired-12/16/2025
42678Copilot: 7nm Tesla Dojo speaks to NXTi quality. Ah — got it. Switching from NXEBeenRetired112/16/2025
42677RAM crisis: Dell is about to hike commercial PC prices by up to 30% The sqBeenRetired-12/16/2025
42676shill ups LRCX to $200 from $175 on strong Shrink n Stack demand. JefferiesBeenRetired-12/16/2025
42675shill ups AMAT to $360 from $260 on strong Shrink n Stack demand. JefferiesBeenRetired-12/16/2025
42674Samsung DDR5: “no stock!” Price raised >100%. The move follows what SamsBeenRetired-12/16/2025
42673AMD 2nm done Samsung? AMD stock jumps on Samsung manufacturing agreement talk [gBeenRetired112/16/2025
42672Copilot: My China Inc ASML story "even stronger than you’re framing it"BeenRetired-12/15/2025
42671Exclusive-NVIDIA considers increasing H200 chip output due to robust China demanBeenRetired112/15/2025
42670"AI demand pushed vendor sales up 61 percent year-on-year"BeenRetired112/15/2025
42669Hyperscalers fuel $112B server spending spree in Q3 Hyperscalers fuel $112B servBeenRetired-12/15/2025
42668ASML NXE enables 18A Panther Lake bigger TLB. Intel also notes that the move toBeenRetired-12/15/2025
42667Amazon unveils [3nm] 192-core Graviton5 CPU with massive 180 MB L3 cache in tow BeenRetired-12/15/2025
42666"Twinscan XT:260 machine quadruples throughput"BeenRetired-12/15/2025
42665ASML launches revolutionary lithography scanner for advanced 3D chip packaging —BeenRetired-12/15/2025
42664Nikon had ZERO ArFi laser sales through 3Q25. Like EUV, 100% ASML ArFi share. CBeenRetired-12/15/2025
42663Dan Ives loves ASML. He picks German software giant SAP, chip equipment supplieBeenRetired-12/15/2025
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