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ASML Holding NV (ASML NA)
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185
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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ASML Holding NV
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21 Jul 2023 02:56
ASML. Sanctions? Moi?
FY'23 growth forecast increased despite push outs in the EUV order book and lower IBB revenues. Semi recovery now a H1'24 scenario with uncertainty...
William Keating
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465 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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17 May 2024 01:24
Taiwan Tech Weekly: All Eyes on Nvidia Results Next Week; Microsoft Copilot Edge AI To Be Showcased?
Taiwan's earnings season is wrapping up but one of the most important companies for the market, Nvidia, is set to release results next week.
Vincent Fernando, CFA
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155 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Apr 2024 17:28
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
Andrew Lu
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1.6k Views
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bullish
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Thematic (Sector/Industry)
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03 Nov 2023 15:31
More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction
More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction. During the period, global semi equipment and manufacturing...
Andrew Lu
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1.1k Views
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bullish
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NVIDIA Corp
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26 May 2023 02:14
Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play
The company sees US$1 trillion of data center upgrades ahead. Our AI Leaders Basket constituents TSMC and ASML are rising as well.
Vincent Fernando, CFA
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596 Views
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