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ASML Holding NV
An SI Board Since May 1997
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42707"explosion in diversity of LLM use cases for chip design"BeenRetired112/17/2025
42706The Virtuous Cycle of AI [graphic] Pete Singer 1 week ago AI is everywhere BeenRetired-12/17/2025
42705"93% of industry leaders expect revenue growth in 2026" 0% tariff ASMLBeenRetired-12/17/2025
42704Copilot: Unlike 14nm+++infinity, sprinting to 14A. Intel absolutely comes BeenRetired-12/17/2025
42703Intel installs industry's first commercial high-NA EUV lithography tool — ASBeenRetired-12/17/2025
42702Village in pursuit of near perfect EUV/ArFi Chip. AI chips can't exist withBeenRetired-12/17/2025
42701Like ASML lasers, cost/wafer only totally misleading. "Some reports claim BeenRetired-12/16/2025
42700AMD is allegedly in talks with Samsung to use a new 2 nm node for its next-gen cBeenRetired-12/16/2025
42699Copilot: "Both EUV & ArFi WFE are growing faster than overall WFE"BeenRetired112/16/2025
42698SEMI: WFE +9% '26. Copilot: EUV ~+25%. Sales of equipment used to make comBeenRetired112/16/2025
42697Intel Gains Momentum: 18A Eyes Apple, EMIB Reportedly Tapped for Google-MediaTekBeenRetired-12/16/2025
42696EXE:5200B "demonstrated lithography improvements & imaging quality are BeenRetired-12/16/2025
42695Intel Completes First 2nd-Gen High-NA EUV Acceptance Testing; ASML Eyes 2027–28 BeenRetired112/16/2025
42694Samsung differentiated its HBM4 by enhancing both its DRAM & logic dieBeenRetired-12/16/2025
42693Samsung HBM4 Reportedly Beats Expectations in Broadcom Test, Set to Lead 2026 GoBeenRetired112/16/2025
42692SK hynix, Samsung Reportedly Deliver Paid HBM4 Samples to NVIDIA Ahead of 1Q26 CBeenRetired112/16/2025
42691Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders Lillian Chen, TaiBeenRetired-12/16/2025
42690AIRoute Technology Reinvents Workflows Powered by Microsoft AI Agents News highlBeenRetired-12/16/2025
42689US launches Tech Force to supercharge federal AI with Amazon, Microsoft, Nvidia BeenRetired-12/16/2025
42688Taiwan's AI exports surge [73%] on US demand, Europe emerges as key future mBeenRetired112/16/2025
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
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