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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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45079 145 0 ASML
Emcee:  Ritz Type:  Unmoderated
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45079Waymo rolls own 5nm Auto chip while Uber goes Nvidia Robotaxi. Waymo built its BeenRetired-yesterday
45078Nvidia huge memory chip commitment: Upped to $279B from $119B. Nvidia juBeenRetired-yesterday
45077The Pace seems to be quickening almost by the Day. OAGOldAIMGuy-yesterday
45076"Samsung’s confirmed 2nm (SF2 / SF2P) customers are Samsung System LSI (ExyBeenRetired-last Friday
45075After 200+ design wins, 18A Core Ultra Series 3 began shipping 1/27/26BeenRetired-last Friday
4507418A Panther Lake: "Dell shipping over 125 distinct laptop, desktop, and worBeenRetired-last Friday
4507318A: Acer debuts Predator Atlas 7 handheld with Arc G3 Extreme [graphic][graphiBeenRetired-last Friday
45072"Samsung is committing to annual 2nm revisions"BeenRetired-last Friday
45071Copilot: "Samsung has gone quiet on 2nm yield since April 2026." You’BeenRetired-last Friday
45070Copilot: "Intel 18A yield curve fastest improvement in company history"BeenRetired-last Friday
45069Copilot: "TSMC’s N2 yield curve is steep and improving" 2nm / 18ABeenRetired-last Friday
45068Copilot: "TSMC 3nm (N3/N3E) >90% yield by H2 2025[!], confirmed at earniBeenRetired-last Friday
45067Copilot: "global sub-20nm manufacturing up 63%" BeenRetired-last Friday
45066Copilot: "N3B/N3E ramp (still ~50% ArFi layers)"; "N2 pilot produBeenRetired-last Friday
45065Copilot: ArFi is used in: 20–7nm logic (TSMC’s N7/N6/N5/N4 all use heavy ArFi mBeenRetired-last Friday
45064Copilot: "ArFi is used in 68% of layers below 20nm"BeenRetired-last Friday
45063Oura revenue surges [74%] as smart-ring company looks to hit public markets OurBeenRetired-last Friday
45062Fool: SpaceX Bigger growth opportunity than Nvidia or Palantir Key takeaways SBeenRetired-last Friday
45061"TSMC builds at four to five times its historical rate"BeenRetired-last Friday
45060ASML: 30% more EUV & ArFi lasers in both '27 & '28. ABeenRetired-last Friday
45059TSMC Wei: "demand to remain structurally strong all the way through '29BeenRetired-last Friday
45058TSMC quarterly chipmaking tool requirement ~1.9X their projection. The world&#BeenRetired-last Friday
45057576GB HBM3E supported: Threadripper Halo Station: AMD's First Personal SBeenRetired-last Friday
45056ARM CPUs have 45% of Data Center revenue. Tom's Hardware reports that Arm-bBeenRetired-last Friday
45055N2P SM8975E = Bullet train high ballin' to bit intensity land. :-)BeenRetired-last Thursday
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