SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
ASML Holding NV
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
45310 145 0 ASML
Emcee:  Ritz Type:  Unmoderated
Introduction Market Data Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
45121EUV an EXE vs NXE balance game...that ASML wins...WFE Village benefits. Only lagBeenRetired1September 10
45120"TSMC N2 EUV maturity is high"BeenRetired1September 10
45119Copilot: "Every major Apple product launched uses EUV" Short ansBeenRetired-September 10
45118Copilot: Inferred EUV ramp using products better than public pronouncements. [gBeenRetired1September 10
45117Copilot: Article is 1 of clearest signals EUV ramping faster than admitted. BeenRetired-September 10
45116OpenAI, Korea bromance? ChatGPT Enterprise adoption grew 28X YoY ChatGPT EnterpBeenRetired1September 10
45115Samsung shipped sample HBM4E 5/29/26BeenRetired1September 10
45114OpenAI adds Samsung 2nm as Texas yield reportedly improved to ~80% OpenAI adds BeenRetired-September 10
45113Copilot: "3nm [TSMC] utilization >105% for three straight quarters"BeenRetired-September 10
45112"TSMC sees August revenue surge over 53% to record high" World’s largBeenRetired1September 10
45111TSMC: "roughly 16 percent of ASML’s revenue" The biggest chipmakers jBeenRetired1September 9
45110iPhone 18 Pro real story? 2nm @ surprisingly restrained price. Under the hoBeenRetired1September 9
45109Super Micro shill +194% consensus sales WAG for current quarter. Consensus salBeenRetired-September 9
45108OpenAI DRAM requirement of 900K wafers/month? Hot Jalapeño roadmap. SamsunBeenRetired-September 9
45107HBM4 requires ~3X wafer capacity of conventional DRAM. KB estimates HBM4 reBeenRetired-September 9
451062027 Rubin Ultra "silicon requirement rises fourfold over 3 years"BeenRetired-September 9
45105EXE 18A yields match NXE. Intel 18A tests High-NA readiness The large-chip BeenRetired-September 9
45104Samsung HBM4E mass production by '26YE. HBM4 >60% 2H26 HBM revenue. BeenRetired1September 9
45103Broadcom expects AI chip revenue to more than double in both F27 & F28. BrBeenRetired-September 9
45102Data Center chips need periodical refreshment. In other words, once a data BeenRetired-September 9
45101Kulicke & Soffa Advances AI Infrastructure Through Co-Packaged Optics (CPO) BeenRetired-September 8
45100Intel expanded $20B capital raise due to major contracts? "Technology inveBeenRetired-September 8
45099XT:260 vital role in HBM4 = increased EUV & ArFi sales. All the money is iBeenRetired-September 8
45098"HBM4 yield jump actually better indicator of Samsung’s EUV progress than fBeenRetired1September 8
45097"20-point (EUV) yield improvement in ~6 months — extremely large"BeenRetired-September 8
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News