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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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43797 141 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43182Copilot: Intel forecast "bullish for ASML’s next 3 to 7 years" ASML TBeenRetired-January 25
43181"14A node, a move that underscores how central leading edge lithography hasBeenRetired1January 25
43180"leading edge capacity buildouts are far from over"BeenRetired1January 25
43179EUV: "explicitly ties higher near-term capex to relieving those constraintBeenRetired-January 25
43178"underscores how central leading edge lithography has become to its strateBeenRetired1January 25
43177Intel hikes chip tool spending as 2026 capex hits $9.1B Intel hikes chip tool spBeenRetired-January 25
43176Polar Light Technologies Achieves Nano-Scale LED; Paves Way to Next-Generation MBeenRetired1January 24
43175Watts/waste watts big. Why EUV + new materials path forward. Copilot: AbsolutelBeenRetired-January 24
43174Copilot on '26 on ASML Ångström: It’s the perfect storm for themBeenRetired-January 24
431732nm HBM4 great for NXE/NXTi. Ångström HBM5 much better. Me: You: BeenRetired-January 24
43172Copilot: "2 nm is EUV-intensive and DUV-intensive at the same time"BeenRetired-January 24
43171ASML uptime SLA guarantees "astonishing" ~90% EUV availability. GeneraBeenRetired1January 24
43170ASML price tag magic...and rest NOT nearly priced in. Me: "Even if EXEBeenRetired-January 24
43169INTC & TSMC CC = ASML NXE + NXTi sales soar '26 on EXE soon joins party.BeenRetired-January 24
43168‘Dholera semicon plant to use ASML equipment for chip production’ BY PTI23 JanBeenRetired-January 24
43167AMAT "upgrade party" on TSMC, INTC, RAM CapEx ups. ASML chopped liver?BeenRetired-January 24
43166INTC 4Q26 CC: Due to intense demand, industry-wide supplyDRAM, NAND and substraBeenRetired-January 23
43165INTC 4Q26 CC: Double digits Foundry revenue QoQ on shift to EUV. "We expecBeenRetired-January 23
43164INTC 4Q26 CC: "custom ASIC business grew more than 50% in 2025, 26% sequentBeenRetired-January 23
43163INTC 4Q26 CC: "CCG launched 3 SKUs of Series 3 ahead of our expectations ofBeenRetired-January 23
43162 INTC 4Q25 CC: "18AP continues to progress well"; "14A developmeBeenRetired-January 23
43161INTC 4Q25 CC: "yields continue to improve steadily" amid "strong BeenRetired-January 23
43160AMD up ASML down on same Intel demand > supply. Huh?BeenRetired-January 23
43159Old server refresh depletes inventory. Intel loss = AMD gain? "AMD’s stock BeenRetired-January 23
43158BNP Paribas eyes stronger demand for analog; upgrades Texas Instruments, Onsemi,BeenRetired-January 23
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