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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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43840 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43815"Samsung, who manufactures the Groq 3 LPU chip for us"BeenRetired-Tuesday
43814Samsung vows to triple HBM production, unveils HBM4E sample (2nd LD) Samsung vowBeenRetired-Tuesday
43813Nvidia rolling out 5 massive server racks, each serving different purposes insidBeenRetired-Monday
43812Groq 3 LPU 35X throughput/watt with 10x more revenue opportunityBeenRetired-Monday
43811Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 NviBeenRetired-Monday
43810"DLSS 5 will arrive this fall, Nvidia added" Good for Graphics Card deBeenRetired-Monday
43809"Vera will deliver 3x more memory bandwidth and 1.5x the performance per coBeenRetired1Monday
43808"much of TSMC’s N2 capacity effectively sold out through 2026" GlobalBeenRetired-Sunday
43807NVL72 VR200 3-6 months early on China ban. MI455X "On target for 2H 2026.&qBeenRetired-Sunday
43806Meta "modular" approach enables new chip designs every 6 months. MetaBeenRetired-Sunday
43805Intel Foveros PaaS "alternative to TSMC’s capacity-constrained CoWoS...multBeenRetired-Sunday
43804Musk enticed by WFEaaS? Me: Big strides made by Cymer/ASML on EUV Productivity.BeenRetired1Sunday
438031000L Ferroelectric NAND slashes watts ~96%. [News] Samsung and NVIDIA Team Up BeenRetired-Sunday
43802Supply easing 2Q26 on as WFE spend increasesBeenRetired-Sunday
43801[News] Intel Reportedly Says CPU Supply Tightness Is Affecting All Customers; ChBeenRetired-Sunday
43800"Hinting EMIB Could Generate Billions by 2H26"BeenRetired-Sunday
4379918A "meaningful progress" causes Tan external usage reconsideration. BeenRetired-Sunday
43798Core Ultra 200S Plus supporting 128GB DDR5 module unveiled. Intel Corp. (INTC) BeenRetired-Sunday
43797Musk unveils joint Tesla-xAI project 'Macrohard', eyes software disruptiBeenRetired-last Saturday
43796Musk says Tesla's mega AI chip fab project to launch in seven days Musk saysBeenRetired1last Saturday
43795Samsung glasses-free 3D gaming is getting 120 reasons to exist Samsung glasses-fBeenRetired1last Saturday
43794ASML preps the Twinscan EXE:5200C with an over 185 WpH output and a <0.9nm MMBeenRetired-last Saturday
43793Amazon taps Cerebras wafer-scale chips to turbocharge AI models on AWS Amazon taBeenRetired-last Saturday
43792Coca-Cola unveils new technology, says it has ‘accelerated the process’ Coca-ColBeenRetired-last Saturday
43791AMD pushes a new category of PCs: The agent computer AMD pushes a new category oBeenRetired-last Saturday
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