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ASML Holding NV
An SI Board Since May 1997
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43862 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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ReplyMessage PreviewFromRecsPosted
42887TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises Flora Wang, TaipBeenRetired-January 5
42886Japan's Rapidus to launch advanced packaging pilot line in Hokkaido by sprinBeenRetired-January 5
42885"TSMC( 2330.TW) has entered volume production of its 2nm" Intel aBeenRetired1January 5
428842. By 2026, 3nm + 2nm = one-third of all smartphone SoCs Counterpoint’s long-terBeenRetired-January 5
428833nm: "800G shipments will grow 60% in 2025" 800G is still the worBeenRetired-January 5
42882AMD's $501 Ryzen Barely Beats Intel's $270 CPU in Benchmarks Written by BeenRetired1January 5
42881Samsung’s bold Google Gemini bet is supercharging Alphabet’s AI dreams — and raiBeenRetired-January 5
42880Thingy: "customers are becoming more 'guts-aware'” Copilot: A lot BeenRetired-January 5
42879$935 to $1,528. Bernstein upgraded ASML (ASML) to Outperform from Market PBeenRetired-January 5
42878"AI is driving a synchronized capex boom in both logic and memory" CoBeenRetired-January 5
42877"TSMC shares surged nearly 7% to a record high"BeenRetired1January 5
42876TSMC shares jump the most since April after Goldman lifts target price 35% | TheBeenRetired-January 5
428751/5/26: "Tokyo Electron and Advantest jumped more than 6%" Chip-relatBeenRetired-January 5
42874EUV/ArFi: "SerDes demand is exploding" Copilot: Here’s the straight, BeenRetired-January 4
42873Copilot: "Micron, SK hynix, Samsung (HBM) sold out for 2026"BeenRetired1January 4
42872Why the AI wearable market is set to grow by 10x - and it's not just new gadBeenRetired1January 4
42871The most exciting AI wearable at CES 2026 might not be smart glasses after all |BeenRetired-January 4
42870"Specialized silicon is emerging for each niche"BeenRetired-January 4
42869"SoundHound’s 68% YoY revenue growth is especially telling" My 3 favoBeenRetired-January 4
42868"a lot of autonomous Ag and Construction tech showed up at CES" "BeenRetired-January 4
42867Copilot: EXE ~70% less blur yuge. "This is a massive cost and yield advantaBeenRetired-January 4
42866Copilot: With eScan 2200 + eP6 + EXE:5200B, 18A EXE highly likely. Regardless, EBeenRetired1January 4
42865Copilot: "eScan 2200 is roughly 6–7× faster than the eScan 1100" BeenRetired1January 4
42864"capital flowed more aggressively into companies that enable AI rather thanBeenRetired-January 4
42863CES: Home chipification showcase. LG Electronics to debut AI-powered home rBeenRetired1January 4
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