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ASML Holding NV
An SI Board Since May 1997
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43781“line of sight” to 5X AI Chip sales '27. Broadcom CEO Hock Tan did not BeenRetired-last Friday
43780Zeiss SMT ONLY supplies ASML. Copilot: So what about ArF and KrF? Even for tBeenRetired-last Friday
43779Glasses +139% YoY. Wearable Next big thing? Qualcomm chips for that. The eaBeenRetired-last Friday
43778MRVL showcases 3nm die-to-die & PCIe 8 among others. At OFC 2026 (BoothBeenRetired-last Friday
43777NVIDIA- and Uber-backed Nuro is testing autonomous vehicles in Tokyo NVIDIA- andBeenRetired-last Thursday
437762nm SD8G6 4Q26? The Xiaomi 18 Pro Max could put on quite a display Xiaomi 1BeenRetired-last Thursday
43775Nissan, Uber, Wayve unveil robotaxi tie-up | Reuters Nissan, Uber, Wayve unvBeenRetired-last Thursday
43774IBM and Lam Research team up on High NA EUV dry resist to push chip scaling pastBeenRetired-last Thursday
43773Synopsys unveils new tools for designing AI chips, systems Synopsys unveils new BeenRetired-last Thursday
43772Oracle Corporation (NYSE:ORCL) Q3 2026 Earnings Call Transcript - Insider MonkeyBeenRetired-last Thursday
43771ORCL 4Q25 CC: "seeing so much innovation going on around these AI acceleratBeenRetired-last Thursday
43770ORCL 4Q25 CC: "We continually offer the latest in accelerators" WBeenRetired-last Thursday
43769ORCL 4Q25 CC: "90% of that committed capacity was delivered on or ahead of BeenRetired-last Thursday
43768ORCL 4Q25 CC: "Demand for AI infrastructure, both GPU & CPU, continues BeenRetired-last Thursday
43767ORCL 4Q25 CC: "Multicloud database revenue grew 531% year over year"BeenRetired-last Thursday
43766Starlink says V2 satellites will provide 5G speeds from space with 100x the dataBeenRetired-last Thursday
43765"HBM market is expected to triple...by 2028" As more advanced AIBeenRetired-last Thursday
43764Broadcom sampling 1.6T BCM83640. Rolling MoAPS? Shirley.BeenRetired-last Thursday
43763Broadcom debuts powerful chip to handle AI's exploding data needs Broadcom dBeenRetired-last Thursday
43762Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD Meta BeenRetired-last Thursday
43761INTC: Core Series 2 delivers 4.4X lower PCIe latency. Intel Corporation (NABeenRetired-last Thursday
43760Samsung & Micron shipping HBM4. The company will continue investing morBeenRetired1last Wednesday
43759Intel hits 'full capacity' as AI infrastructure boom triggers global chiBeenRetired2last Wednesday
43758SK hynix announces successful 16Gb LPDDR6 development SK hynix announces successBeenRetired1last Wednesday
43757Lam Research Deepens Investment in Boise [read Micron] [graphic] Shannon Davis 3BeenRetired-last Tuesday
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