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ASML Holding NV (ASML NA)
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232
Analysis
Information Technology
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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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bullish
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Thematic (Sector/Industry)
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15 May 2025 20:16
Semi Production Equipment Part 1: Great Tech Upgrades but Expectations Are Still Inflated
SEMI PROD EQUIIPMENT growth expectations have decreased, 2025 expected flat YoY. Structural positives like HBM and AI drive higher capex...
Nicolas Baratte
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193 Views
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bullish
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Koninklijke KPN
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24 Apr 2025 16:00
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Syndicated
What's News in Amsterdam - 24 April (ABN Amro | ASML | KPN | Fugro | SBM Offshore | Triodos Bank)
In this edition: • ABN Amro | new CEO will focus on costs and the risk management model • ASML | wants free passage for machine parts; no evidence...
The IDEA!
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234 Views
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bullish
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PostNL NV
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16 Apr 2025 16:00
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Syndicated
PostNL NV - What's New(s) in Amsterdam
In this edition: • ASML Holding | reiterates FY25 outlook – order intake below long-term desired level • dsm-firmenich | deadline for non-binding...
The IDEA!
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275 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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15 Apr 2025 20:55
TSMC (2330.TT; TSM.US): Key Questions for TSMC 1Q25 Earnings Conference
Is TSMC considering partnership with Intel for Foundry Services? What's the reasons for TSMC to further investing $100bn in US capacity?...
Patrick Liao
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328 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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14 Apr 2025 05:14
Taiwan Tech Weekly: TSMC 1Q25 Results & The 2nm Frontline; Mediatek Vs. TSMC Valuation; PC 1Q25 Data
TSMC's strong 1Q25 earnings and focus on 2nm technology, Mediatek vs TSMC valuation compared, PC market sees 5% YoY growth with inflated shipments...
Vincent Fernando, CFA
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368 Views
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