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ASML Holding Stock Discussion

Toninho Sandro

18 hours ago

$ASML Holding (ASML.US)$ the investors chats are intense with cryptic message "last day....byldg".

Zestful

Dec 30, 2024 01:43

Annual Report

So many investment opportunities are worth noting! Click to view the 2025 investment outlook>>

2025 ahead: New dreams, new paths

Nigel Chong 庄证评

Dec 28, 2024 08:37

How the Semiconductor Ecosystem Powers the AI Revolution 🧐💡

The rise of artificial intelligence (AI) has placed the semiconductor ecosystem at the core of this technological revolution. While AI demonstrates boundless potential, its advancement depends heavily on the support of semiconductor technology. The semiconductor industry is not just about providing chips—it serves as the foundation of AI development, transforming visionary concepts into tangible reality ✨.
At the heart of AI lies its com...

In 2025, what are the investment opportunities in the AI space?

Money Thrill

Dec 26, 2024 08:13

Two Undervalued Chip Giants to Watch in 2025 (De Belegger, Netherlands ). But also opinion of Rosenblatt, time ago.

$Micron Technology (MU.US)$ and $Advanced Micro Devices (AMD.US)$ as Top Picks for 2025. They are critical to growth in AI and next-gen technology.
AMD’s Strong Position: AMD is benefiting from CPU and GPU market share growth, driven by its EPYC processors and upcoming MI350/MI400 GPUs, with a focus on hyperscale and edge AI applications.
Micron’s HBM Dominance: Micron is strong in A...

In 2025, what are the investment opportunities in the AI space?

LazySleepyTrader : agree with asml, disagree with MU..

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Money Thrill OP LazySleepyTrader : i understand, i too asml is leading company in Quantum lithography. Mu ? Sentiment not good. but perhaps? The current HBM 3e generation is made on the so-called 1-beta process. In 2025, Micron wants to make the first chips on the new 1-gamma process, the first production process for which the memory maker will use EUV machines from ASML. This new 1 gamma chips can be a change?

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Money Thrill OP : 1. Extreme Ultraviolet (EUV) Lithography: Micron will be the first DRAM manufacturer to use EUV technology for volume production in Japan.
EUV lithography allows for more precise and efficient patterning, which can lead to smaller memory cells and higher performance.
2. Improved Memory Density and Power Efficiency: The 1-gamma process is expected to enable the world's smallest memory cell, which will increase memory density and improve power efficiency.
This means more memory capacity in the same physical space and lower power consumption
3. Investment and Collaboration: Micron is investing heavily in this technology, with support from the Japanese government. But also in Europe, Belgium, here
4. Potential Impact on AI and HPC: With higher memory density and efficiency, the 1-gamma process could significantly benefit applications in artificial intelligence (AI) and high-performance computing (HPC), enabling faster and more efficient data processing.
Overall, the 1-gamma process represents a major leap forward in memory technology, and it's exciting to see how it will shape the future of computing!
That's what i means.

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Money Thrill OP : And the last week $ASML Holding (ASML.US)$ selled the FIRST MACHINE to Japan! Together with the gouvernement & Companies a new Factory shall set up. And Mu is also busy in Japan?

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101782047 : There is no need to agree or disagree at all

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Money Thrill

Dec 24, 2024 06:39

An EUV machine from ASML for Japan, for RAPIDUS [Tweakers]

$ASML Holding (ASML.US)$ This month, for the first time, an EUV machine from ASML, which is to be used for the production of 2-nanometer chips, was shipped to Japan. That is news in itself, but the most striking thing is that this machine will not be located in a factory of TSMC, Intel or Samsung, but in that of a new player called Rapidus.
Rapidus
The new company is an initiative of the Japanese government to give the country a prominen...

Money Thrill

Dec 24, 2024 04:14

Indeed, what Frankel from Rosenblatt says is correct

$Micron Technology (MU.US)$ " ... An structural shift says Frankel in any other memory cycle..." Industry HBM4 supply continues to be an issue to watch. And if it is Mu, i says that, that shall produce Micro Quantum chips with the Quantum lithography machine from $ASML Holding (ASML.US)$ , then this shall give the greatest Boost. Price target from Frankel is now 250 dollar. And i believe him after my fundamental research.

joe black8

Dec 23, 2024 10:56

So now asml making machines for quantum cumputing chips

$ASML Holding (ASML.US)$ interesting, maybe time to consider this one

Money Thrill

Dec 23, 2024 07:58

Imec, World greatest chip labo and future in 2025. Quantum Key (QKD), Asml and Mu.

Imec, an nice confirmation of our status was the allocation of €1,45 billion by the European Union and Flanders for the operation of the NanoIC pilot line. Companies will also contribute financially to the project. As $ASML Holding (ASML.US)$ has already committed to investing €1.05 billion.
In June 2024, we also announced together with ASML the opening of the High NA EUV Lithography Lab in Veldhoven (Netherlands)....

In 2025, what are the investment opportunities in the AI space?

约翰の理财库

Dec 20, 2024 09:02

5 Big Cap Buy & Hold 1,000 days (with good discount) ?

Pick 1 : $Novo-Nordisk A/S (NVO.US)$
Pick 2: $ASML Holding (ASML.US)$
Pick 3: $Nike (NKE.US)$
Pick 4: $Adobe (ADBE.US)$
Pick 5: $PepsiCo (PEP.US)$

Chee Ming

Dec 19, 2024 08:55

$ASML Holding (ASML.US)$

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