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ASML Holding NV
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
4535 78 0 ASML
Emcee:  Ritz Type:  Unmoderated
Any input on this company? The stock has performed very well. Is it overvalued compared to SVGI and UTEK?

-Ritz
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4535 "expert": 75B IoE thingies by '25................................BeenRetired1last Friday
4534 TSMC CC: CoWos growth could ~2X................................................BeenRetired-last Friday
4533 TSMC CC: Yes, AI stuffed in everything is having a positive impact.............BeenRetired-last Friday
4532 TSMC CC: Like all node shrinks, 7nm ramp will take 7-8 quarters................BeenRetired-last Friday
4531 TSMC CC: Risk N7+ production '18...........................................BeenRetired-last Friday
4530 TSMC CC: 50 7nm tapeouts by '18 YE.........................................BeenRetired-last Friday
4529 TSMC CC: >20% 5 year CAGR for IoT; 2X Auto growth...........................BeenRetired-last Friday
4528TSMC CC: Booming sustainable demand for all things 21st........................BeenRetired-last Friday
4527TSMC CC: "EUV technology development progressing well"................BeenRetired-last Friday
4526 TSMC CC: 5nm volume production "is well on track" for '20........BeenRetired-last Friday
4525 TSMC CC: Strong growth on 10nm & InFO 21st stuff...........................BeenRetired-last Friday
4524 TSMC CC: Advanced node wafer revenue climbs to 57% from 54%....................BeenRetired-last Friday
4523 TSMC CC: OpEx increase mainly on 5nm...........................................BeenRetired-last Friday
4522 TSMC CC: Revenue UP 17.9% QoQ on healthy demand................................BeenRetired-last Friday
4521 ASML CC: EUV "2018 is fully booked and the first part of 2019 also"..BeenRetired-last Thursday
4520 ASML CC: Customers want High NA "rather sooner than later"..........BeenRetired-last Thursday
4519 ASML CC: "low scenario has become less likely" on ~$13B '20 salBeenRetired-last Thursday
4518 ASML CC: 30 EUV in '19 could be ~30% higher (~39)..........................BeenRetired-last Thursday
4517 ASML CC: EUV RAM 2H18..........................................................BeenRetired-last Thursday
4516 ASML CC: "customers are very upbeat".................................BeenRetired-last Thursday
4515 ASML CC: TWINSCAN NXT:2000 for 5nm EUV; strong ArF & KrF demand..........BeenRetired-last Thursday
4514 ASML CC: 20 EUV lights '19, 30 in '19, 40+ in '20..................BeenRetired-last Thursday
4513 ASML CC: "Logic demand remains solid"; litho intensity upped; EUV BeenRetired-last Thursday
4512 ASML CC: 3D NAND litho intensity increase ~equal to RAM........................BeenRetired-last Thursday
4511 ASML CC: 30% RAM litho intensity increase with 1Xnm............................BeenRetired-last Thursday
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