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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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43808 141 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43032[News] TSMC Flags Significantly Higher Capex Over Next 3 Years; Arizona 4th Fab,BeenRetired1January 15
43031TSMC "converting portions of its N5 capacity to N3" "Meanwhile, BeenRetired-January 15
430303nm-7nm 77% of wafer revenue 4Q25. Thru roof 2nm demand. Taiwan Semiconductor iBeenRetired-January 15
43029Chatbots To Nervous Systems: Google Launches “Personal Intelligence” ChatbotsBeenRetired-January 15
43028EUV drives LaaS revenues to new heights. ASML's installed base management bBeenRetired-January 15
43027"cost of 2nm wafers is a massive EUV tailwind"BeenRetired1January 15
43026Me: Is cost of 2nm on wafer an EUV tailwind? The money is huge for each additionBeenRetired1January 15
430252nm high yields indicate accelerated TSMC timeline for future nodes*. The hBeenRetired-January 15
43024Meanwhile. over at TSMC............ This sums things up nicely: CEO C.C. Wei sRenmanco1January 15
43023When better 3D L2 happens, NXE enables...with Village assist. AND has a patentBeenRetired-January 15
43022Premarket +~$78. Nice. :-) [graphic] PS NXE ramp going quite nicely. Knowing loBeenRetired2January 15
43021"EUV secrecy is now a competitive weapon"BeenRetired1January 15
43020TSMC 4Q25 ER: 3nm revenue "materially higher" QoQ. Copilot: "3nmBeenRetired-January 15
43019Copilot: ASML "ripping higher"...on NXE/NXTi tool fleet demand. eP &amBeenRetired1January 15
43018Euro Bloomberg: TSMC stunning 4Q25 every few minutes. They even manage to connecBeenRetired1January 15
43017Phison aiDAPTIV+ "10X faster AI inference on consumer (SSD) PCs" PhisBeenRetired-January 14
43016At least 23 states have Delivery Bot laws. All you really need to know. CopiloBeenRetired-January 14
43015Innodisk jumps into massive Edge AI market with Qualcomm Dragonwing. Innodisk UnBeenRetired-January 14
4301418A Panther Lake in stock at Newegg, Amazon/T3Wares. Lenovo ThinkPad X9 15 AuraBeenRetired-January 14
43013The Intel turnaround no one saw coming: Sold-out server CPUs and Apple knocking BeenRetired-January 14
43012It's "unprecedented" this & "ravenous" that. It'BeenRetired-January 14
43011Bernstein nearly doubles price target on SanDisk on 'unprecedented' memoBeenRetired-January 14
430103nm 1.6T Celestica DS6000 & DS6001 coming soon to datacenter near you. CelBeenRetired-January 14
43009Bernstein nearly doubles price target on SanDisk on 'unprecedented' memoBeenRetired-January 14
43008Apple MacBooks & iPads M APU done Intel 18A? Instead, hopes for a majorBeenRetired-January 14
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