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2024-04-24 15:22:10 ET More on Taiwan Semiconductor Taiwan Semiconductor Stock: Still Riding AI Boom With Strong Guidance Is Taiwan Semiconductor A Buy After Q1 2024 Earnings Outperformance? Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q1 2024 Earnings Call Transc...
2024-04-24 11:47:46 ET More on ASML Holding ASML Is Positioned For A Cyclical Upswing With EUV ASML: Market Risks Are Too Great, Making A Repeat Of 2022 Likely ASML Holding: Q1 Miss Masks Long-Term Opportunity, But Near-Term Headwinds Remain ASML dips after Q...
ASML discloses 2024 AGM results Veldhoven, the Netherlands, April 24, 2024 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 24, 2024. The 2024 AGM marks the end of the terms of Peter Wennink and Martin van den Brink as Presi...
2024-04-24 10:15:50 ET Summary S&P 500 companies mentioning AI on earnings calls reach a new high as worker productivity is top of mind. Vertiv Holdings reported strong Q1 earnings, beating operating earnings estimates and increasing guidance, though it missed modestly on its ...
2024-04-24 10:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The portfolio meaningfully beat the benchmark MSCI EAFE Index, as well as the seconda...
2024-04-24 03:54:59 ET Summary ASML expects eQ2'24 to remain soft, followed by the cyclical upswing in e2h24 before taking off in eFY25. Strong free cash flow will follow inventory drawdowns as orders flow. The adoption of EUV technology by Intel and Taiwan Semiconductor is expect...
2024-04-24 03:45:00 ET Summary The MSCI ACWI ex-US Index was up 4.69% in the first quarter with a mixture of positive and negative elements. Performance of Economic Sectors were mixed as well. The best performance came from Information Technology while the worst was Consumer Stapl...
2024-04-23 14:03:03 ET Summary Revenue and bookings declined in the first quarter as customers delayed their foundry expansion plans. Weakness was present in all end markets except China, which maintained demand in the quarter. Wall Street estimates are substantially higher th...
2024-04-23 11:26:57 ET Summary ASML is the leading manufacturer of lithography machines used in semiconductor production, with major clients including Samsung, Intel, and Taiwan Semiconductor. The company has a strong track record of growth and net booking growth, making it a good...
2024-04-23 09:33:00 ET Shares of top lithography equipment maker ASML Holding (NASDAQ: ASML) took a steep tumble after earnings in mid-April, halving what was a heady 30% run-up in the first few months of 2024. ASML is still sporting big gains so far during the new bull market, but ...
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Taiwan Semiconductor Manufacturing Co (NYSE:TSM), one of ASML Holding NV’s (NASDAQ:ASML) significant clients, has expressed co...
China has reportedly instructed its tech giants to reduce their reliance on foreign-made chips, particularly those from NVIDIA Corp (NASDAQ:NVDA), ...
Gaining control over the global supply of chips is becoming a central priority for Western governments trying to compete with China in the race to ...