Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

<ul><li>ASML produces lithography systems for printing electronic circuits on chips</li><li>ASML is the only company in the world producing EUV lithography printers</li><li>EUV lithography involves generating light with a very small wavelength and requires complex technology and optics, with challenges in light generation and guiding the light to print circuits on wafers</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ASML produces lithography systems for printing electronic circuits on chipsASML is the only company in the world producing EUV lithography printersEUV lithography involves generating light with a very small wavelength and requires complex technology and optics, with challenges in light generation and guiding the light to print circuits on wafersThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ASML CEO: EUV Technology, Microchips and Long-term Mindset

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>ASML Holding N.V. continues to cement its position as the linchpin of the semiconductor supply chain, demonstrating resilience in the face of market turbulence.</li><li>The Dutch chip-equipment manufacturer posted robust fourth-quarter results, with net sales reaching €9.3 billion, surpassing prior guidance.</li><li>Despite concerns about AI efficiency potentially reducing demand for high-end chips—exemplified by the recent DeepSeek-driven selloff—ASML’s strong order intake and continued industry reliance on its cutting-edge lithography technology highlight its long-term investment appeal.</li></ul>

ASML Holding N.V. continues to cement its position as the linchpin of the semiconductor supply chain, demonstrating resilience in the face of market turbulence.The Dutch chip-equipment manufacturer posted robust fourth-quarter results, with net sales reaching €9.3 billion, surpassing prior guidance.Despite concerns about AI efficiency potentially reducing demand for high-end chips—exemplified by the recent DeepSeek-driven selloff—ASML’s strong order intake and continued industry reliance on its cutting-edge lithography technology highlight its long-term investment appeal.

ASML Defies DeepSeek Panic—Massive AI Boom Ignites Orders But Will This Last?

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>ASML reported Q424 revenues of €9.3 billion, marginally above the high end of the guided range, up 24% QoQ and up 28.5% YoY.</li>
<li>Full year 2024 revenue amounted to €28.3 billion, up 2.7% YoY and a modest improvement on the previously forecasted zero growth</li>
<li>Guided full year 2025 revenues to be in the $30-$35 billion range, representing a 15% YoY increase at the midpoint.</li>
</ul>


ASML reported Q424 revenues of €9.3 billion, marginally above the high end of the guided range, up 24% QoQ and up 28.5% YoY.
Full year 2024 revenue amounted to €28.3 billion, up 2.7% YoY and a modest improvement on the previously forecasted zero growth
Guided full year 2025 revenues to be in the $30-$35 billion range, representing a 15% YoY increase at the midpoint.


ASML. Strong Finish For 24, Robust Outlook For 25 With AI As Key Growth Driver

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

<ul><li>In this edition: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook / record quarterly FCF • InPost | AliExpress survey shows Polish shoppers are looking for 'engaging experiences'</li></ul>

In this edition: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook / record quarterly FCF • InPost | AliExpress survey shows Polish shoppers are looking for 'engaging experiences'

What's New(s) in Amsterdam - 29 January (AkzoNobel | ASML Holding | | InPost)

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>ASML's total shareholder return is lagging behind its semicap peers and TSMC</li><li>The company's share price recently experienced a significant two-day drop</li><li>Despite past reservations, the author sees potential for a good risk/reward opportunity in buying ASML stock due to better pricing and negative investor sentiment on lithography</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

ASML's total shareholder return is lagging behind its semicap peers and TSMCThe company's share price recently experienced a significant two-day dropDespite past reservations, the author sees potential for a good risk/reward opportunity in buying ASML stock due to better pricing and negative investor sentiment on lithographyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Asml Holding Nv (ASML) - Wednesday, Oct 16, 2024

Netherlands

ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.

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ASML Holding NV (ASML NA)

ASML CEO: EUV Technology, Microchips and Long-term Mindset

ASML produces advanced lithography systems using EUV technology to print electronic circuits on semiconductor chips, playing a crucial role in...

In Good Company with Nicolai Tangen

ASML Defies DeepSeek Panic—Massive AI Boom Ignites Orders But Will This Last?

ASML Holding N.V. continues to cement its position as the linchpin of the semiconductor supply chain, demonstrating resilience in the face of...

Baptista Research

ASML. Strong Finish For 24, Robust Outlook For 25 With AI As Key Growth Driver

The high end of ASML's 2030 revenue range represents a CAGR of 13.5%. This compares to a CAGR of 18% in the 2015-2024 time frame & TSMC's 20% CAGR....

William Keating

What's New(s) in Amsterdam - 29 January (AkzoNobel | ASML Holding | | InPost)

In this edition: • AkzoNobel | 4Q24 shows a mixed picture; some bright spots ahead • ASML Holding | reiterates FY25 and long-term outlook /...

The IDEA!

Asml Holding Nv (ASML) - Wednesday, Oct 16, 2024

ASML's total shareholder return is lagging behind its semicap peers and TSMC. The company's share price recently experienced a significant two-day...

Value Investors Club (VIC)

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