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ASML Holding NV
An SI Board Since May 1997
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43946 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43887"seems like 14A turning out to be great for the company, with impressive prBeenRetired-March 23
43886Micron sampling first 256GB SOCAMM2 memory packages to customers — 2TB of RAM peBeenRetired2March 23
43885Micron predicts that cars will need 300GB of RAM — memory-laden vehicles could eBeenRetired2March 23
43884Meet the Kioxia GP Series SSD designed to expand GPU memory and tackle trillion-BeenRetired-March 23
43883Bold prediction: SMH is about to soar. Here's why. Bold prediction: SMH is aBeenRetired1March 23
43882EUV 7nm H2 AirPods Max 2. AirPods Max 2 vs AirPods Max: Key Differences ExplianBeenRetired-March 22
43881EUV intense Nvidia & Hynix see fastest sales growth. What I keep reading? RoBeenRetired1March 22
43880Musk 2.5X 2nm AI6 chip order...in months. Tesla AI6 FINALLY HERE: Why Does 1 ChBeenRetired-March 22
43879Apple’s NEW AI Superchip Is SO Powerful It Could CRUSH NVIDIA Me? It's JUST BeenRetired-March 22
43878Tera-Fab to do Package. [graphic]BeenRetired1March 22
43877Tera-Fab to make Logic, Memory & Storage chips. Elon Musk Unveils Insane NewBeenRetired-March 22
43876The Tweet That Shocked Silicon Valley : TERAFAB launchBeenRetired1March 22
43875"work set to commence this weekend, according to CEO Elon Musk"BeenRetired1March 21
43874Tesla is building its own semiconductor facility. This could be its most 'HeBeenRetired1March 21
43873digitimes: AI Chip 40% CAGR '30. Package 45%. All Solid-State Solution comiBeenRetired-March 21
43872History made. All 3 RAM guys shipping HBM4. Hynix '26 HBM already spoken forBeenRetired-March 21
43871New 290HX Plus IBOT "62% faster gaming and 30% better single-threaded gaminBeenRetired-March 21
43870Lumotive Creates World's First 2D Photonic Beamforming Semiconductor LumotivBeenRetired-March 21
43869Copilot: "EUV + ArFi together are very close to 90% of global Litho spend tBeenRetired-March 21
43868EUV secrecy allows slime streeters' concerns...krapp. Copilot: Short answeBeenRetired-March 21
43867"guided AI revenue growth would accelerate to 140% 2Q26" BroadcomBeenRetired-March 21
43866 Top AI companies '25 CapEx "up 80% from 2024" The top AI companiBeenRetired-March 21
43865Broadcom 2Q26 guide "implies a blistering 47% YoY growth rate" AnBeenRetired-March 21
43864traitors drub WFE. EoD upturn interesting. [graphic] [graphic]BeenRetired-March 21
43863NVDA: "To be the best at inference...We actually use all seven chips" BeenRetired-March 21
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