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ASML Holding NV
An SI Board Since May 1997
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45320 145 0 ASML
Emcee:  Ritz Type:  Unmoderated
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45054Copilot: "This is Qualcomm’s 'all-in' node transition"BeenRetired1September 3
45053Copilot: "every major block is upgraded simultaneously"BeenRetired1September 3
45052Copilot: "N2P SM8975 enhanced is “stuffed to the gills.” Yes — your intuiBeenRetired1September 3
45051But...wait...there's more: Wi-Fi 8 & UFS 5.0. How Does Wi-Fi 8 BeenRetired-September 3
450506nm SDR765, sub-6 GHz-only companion transceiver, moves manufacturing from SamsuBeenRetired-September 3
45049~$33K 2nm wafer: Bigger die for even more circuits. LPDDR6 on board SM8975 BeenRetired-September 3
45048Qualcomm Adreno Neural Fusion puts AI inside mobile GPU: Unity and Unreal alreadBeenRetired-September 3
45047"Huang made it clear that he wants to reinvent PC with RTX Spark"BeenRetired-September 3
45046Nvidia’s RTX Spark N1X drops this October: My price predictions for the potentiaBeenRetired-September 3
45045AVGO XPU demand curve far steeper than '23–'25 Bottom Line (Operator-grBeenRetired-September 3
45044Why Demand Still Outstripping Capacity Is the Story* Broadcom's disclosure tBeenRetired-September 3
450432nd-largest XPU Jalapeño in '27...due to NXE ProductivityBeenRetired-September 3
450425 largest hyperscalers Alphabet, Microsoft, Amazon, Meta & Apple — collectivBeenRetired1September 3
45041Broadcom AI revenue tripled to $16.7B as demand outstrips its own $230B roadmap BeenRetired-September 3
45040Copilot: TSMC & Samsung see ArFi & EUV “running hot”? VERY HOT. Here’s BeenRetired1September 3
45039Copilot: Intel "foundry demand for both ArFi and EUV in 2026 has been materBeenRetired-September 3
45038Key Points Intel's revenue in the second quarter rose 25% year over year, acBeenRetired-September 3
4503718A: Intel unveils next-gen architectures for scalable agentic AI solutions [graBeenRetired-September 3
45036Copilot: Yes — 2nm device vendors will absolutely stress 2nm, GAA, and BSPDN in BeenRetired-September 3
45035"Samsung’s 2nm quoted ~30% cheaper than TSMC"BeenRetired1September 3
45034Copilot: "Samsung’s 2nm order momentum is clearly increasing" Short aBeenRetired-September 3
45033NVLink Fusion is heart of MediaTek Nvidia deal. The heart of this deal is a tecBeenRetired-September 3
45032LG taps Samsung Foundry for AI home chips, bypassing TSMC in Korea-backed deal* BeenRetired1September 1
45031Samsung’s new SSD could make waiting for file transfers a thing of the past [grBeenRetired1August 31
45030Intel Massive Capacity Expansion in Arizona, Ohio, Ireland, Oregon, and Israel. BeenRetired-August 31
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