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ASML Holding NV
An SI Board Since May 1997
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43826 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43731Nvidia's LPU push could reshape inference economics as OpenAI signals major BeenRetired-March 8
43730YoY +177.37% in February. Wistron posts record February revenue driven by AI serBeenRetired-March 8
43729Phison "blockbuster" 4Q25. "foresees explosive growth through 202BeenRetired-March 8
43728"Blackwell Ultra architecture, can deliver 50 times better performance per BeenRetired-March 8
43727Shipping commercial volumes of 3nm HBM4 Vera Rubin 2H26. Jensen Huang just delivBeenRetired-March 8
43726Intel Ohio "happy to report no new timeline adjustments" Intel spent BeenRetired-March 8
43725shill sees RAM demand exceeding supply into '28. With DDR6 and HBM4 ramping.BeenRetired-March 8
43724shill ups +30% on Packaging. Amkor Technology, Inc. (NASDAQ:AMKR) received BeenRetired-March 8
43723WFE a whipsaw favorite? [graphic] [graphic]BeenRetired-March 8
43722My WAG? XT:260 yuge for NXE/NXTi demand. Bigger than eScan and eP.BeenRetired-March 7
43721IOT 4Q25 CC: This resulted in a 90% drop in safety events and a 97% drop in BeenRetired-March 7
43720Is slime street "concerned" about BESI hybrid bonding? Besi shares plBeenRetired-March 7
43719MWC: The biggest trends in mobile technology - Video | ZDNETBeenRetired-March 7
437183nm SD8EG5, LTPO 2.0 AMOLED, 16GB LPDDR5X. :-)BeenRetired-March 7
43717I tried Honor's ultra-thin foldable phone at MWC 2026, and it's almost tBeenRetired-March 7
43716-9% in past 5 days [graphic] Cheap buybacks. :-)BeenRetired-March 7
43715Marvell (MRVL) Q4 2026 Earnings Call Transcript | The Motley FoolBeenRetired-March 7
43714MRVL 4Q25 CC: Customers want us at bleeding edge. In it to win it. Mark LipacisBeenRetired-March 7
43713MRVL 4Q25 CC: "Given the rate of innovation and the pace that the technologBeenRetired-March 7
43712MRVL 4Q25 CC: See +50% growth since Inphi into F28 & beyond. The first BeenRetired-March 7
43711"seeing a massive opportunity on 2nm and below process technologies"BeenRetired-March 7
43710MRVL 4Q25 CC: "seeing an unprecedented level of activity" As I mentioBeenRetired-March 7
43709slime street hammers WFE [graphic] [graphic]BeenRetired-March 7
43708MRVL 4Q25 CC: "We are fast-tracking our scale-up switch roadmap" BeenRetired-March 7
43707MRVL 4Q25 CC: "2nm MACsec-enabled DSPs are expected to begin sampling laterBeenRetired-March 7
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