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ASML Holding NV
An SI Board Since May 1997
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43837 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43706MRVL 4Q25 CC: Already demonstrated 3.2TBeenRetired-March 7
43705MRVL 4Q25 CC: "expect our 1.6T revenue to ramp very rapidly" I wBeenRetired-March 7
43704MRVL 4Q25 CC: "bookings accelerating at a record pace" As we begin fiBeenRetired-March 7
43703MRVL 4Q25 CC: 2nm DSP modules galore. Technology announcements -- Introduced inBeenRetired-March 7
43702MRVL 4Q25 CC: '27 revenue +30%; '28 +40%. Full-year 2027 guidance -- ReBeenRetired-March 7
43701Marvell Technology (MRVL) Rockets 18% on Billion-Dollar Profitability - Insider BeenRetired-March 7
43700Anterix (ATEX), Qualcomm (QCOM) expand collaboration for next-gen utility wireleBeenRetired-March 7
43699Intel flags surging AI server demand as factories hit capacity limits Intel flagBeenRetired1March 6
43698Samsung samples Exynos 2700. Chill out: Samsung seemingly pushes ahead with theBeenRetired-March 6
436974nm $499 Nothing seems to be striking a balance between affordability and wow faBeenRetired1March 6
43696Waymo expands to four more major US cities | AP News By MICHAEL LIEDTKE [graphBeenRetired-March 6
43695S26 "one of the best Ultras we've gotten in the past half-decade" BeenRetired1March 6
43694China's top chip execs claim ASML alternative 'small, fragmented, and weBeenRetired-March 6
43693Nvidia abandons China-bound chips to fast-track Vera Rubin It has shifted manufBeenRetired-March 5
43692Apple rapidly transitioning to newer silicon and improved baseline specificationBeenRetired1March 5
43691AVGO 4Q25 CC: "seeing far stronger and stronger demand for compute capacityBeenRetired-March 5
43690AVGO 4Q25 CC: >$100B Chip ONLY revenue '27 in dramatically improved visibBeenRetired-March 5
43689AVGO 4Q25 CC: delivering XPUs in high volumes at an accelerated time to market wBeenRetired-March 5
43688AVGO 4Q25 CC: Semiconductor Revenue +52%; AI Chip +106%. Semiconductor Revenue -BeenRetired1March 5
43687AVGO: “We have line of sight to achieve AI revenue from chips, just chips, iBeenRetired-March 5
43686Hon Hai revenue 1st two months of '26 +21.6% to record. (Bloomberg) -- BeenRetired-March 5
43685XT:260 Demand: "extremely high" 5nm ubiquitous. 3 & 2nm Package neBeenRetired1March 5
43684Me: "Alphabet reduced 2026 TPU production targets due to limited access to BeenRetired1March 5
43683Qualcomm: Launch of the Agentic RAN Management Service The Agentic RAN ManagemeBeenRetired-March 4
43682AMBA 4Q25 CC: Multiple IoT companies are interested in 2nm. In terms of cusBeenRetired1March 4
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