Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Jordan Schneider joins Ben Beharon and Jay Goldberg on the podcast Moments to discuss China restrictions drama and semiconductor manufacturing equipment controls</li><li>They discuss the impact of the new rules on companies like Nvidia and the potential unintended consequences, such as increased regulation for startups and new challenges for cybersecurity</li><li>Schneider also highlights the importance of the US government's export control regime in shaping the future of AI innovation and competition between the US and China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jordan Schneider joins Ben Beharon and Jay Goldberg on the podcast Moments to discuss China restrictions drama and semiconductor manufacturing equipment controlsThey discuss the impact of the new rules on companies like Nvidia and the potential unintended consequences, such as increased regulation for startups and new challenges for cybersecuritySchneider also highlights the importance of the US government's export control regime in shaping the future of AI innovation and competition between the US and ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

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

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul><li>Quarter results not good, guidance for next quarter negative, stock down</li><li>Intel and Samsung causing order push outs for ASML</li><li>ASML facing cyclical challenges in semiconductor industry, potential impact on future manufacturing partnerships with TSMC and Intel</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Quarter results not good, guidance for next quarter negative, stock downIntel and Samsung causing order push outs for ASMLASML facing cyclical challenges in semiconductor industry, potential impact on future manufacturing partnerships with TSMC and IntelThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

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)

Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

Jordan Schneider discusses the new AI technology restrictions in China, including the tightening controls on semiconductor manufacturing equipment...

The Circuit

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

Jordan Schneider discusses the new AI technology restrictions in China, including the tightening controls on semiconductor manufacturing equipment...

The Circuit

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

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

ASML's stock price dropped due to poor quarter results attributed to delayed orders from Intel and Samsung, as well as soft orders from China,...

The Circuit