ASML Holding pushes High-NA EUV into fabrication, replacing DUV multi-patterning and powering sub-2nm logic and DRAM as EUV ...
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
Following a tumultuous 2025, the stock has increased by nearly 16% during the first week of January, driven by numerous ...
TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...
The $400 machine will one day no longer be the crown jewel of the tech economy. Moore’s law will march on, processor power will keep inflating, and the $400 million machine will become e-waste like ...
ASML's pullback offers a buying opportunity for long-term investors, based on its EUV lithography leadership and growing installed base revenue. High-NA EUV adoption by Intel, Samsung, SK Hynix, and ...
ASML Holding (NASDAQ:ASML) reported a fiscal first-quarter 2025 report on Wednesday. The chip equipment company reported quarterly net sales of €7.74 billion ($8.14 billion), up 46.3% year over year.
In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV revenue is ...
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