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2023-03-29 08:30:00 ET Summary Nvidia Corporation's GTC conference last week had plenty of highlights and interesting topics, but one caught my attention. Nvidia revealed cuLitho, a GPU-acceleration library for lithography with material advancements for computing lithographic comp...
2023-03-24 04:32:18 ET Summary Disco is the market leader in slicing and dicing machines used in the preparation of semiconductors, with around 70% market share. It has a solid track record of sustained growth, high profitability, continued investment in R&D and development of...
2023-03-21 04:15:36 ET Summary ASML has been dominating the lithography market over the past decade thanks to the cutting-edge innovations of the company. The company's technological leadership is intact which enables the company to exercise substantial pricing power. My valua...
2023-03-17 07:40:23 ET Summary Lone Pine Capital’s 13F portfolio value decreased marginally from $10.61B to $10.48B this quarter. They added Advanced Micro Devices and Moderna while dropping Autodesk, PayPal Holdings, Meta Platforms, and EQT Corp. They also increased Micros...
2023-03-14 10:00:00 ET Summary ASML has had three significant events since my last coverage. The Investor Day delivered strong expectations for the future of the company. Applied Materials brought some tensions with its news of the Centura Sculpta device. ASML remains an a...
2023-03-14 08:45:22 ET Summary The semiconductor industry is experiencing a downturn due to a decrease in consumer demand, high inventory levels resulting from that and geopolitical tensions between China and the US. The long-term case for semiconductor equipment manufacturers rem...
2023-03-13 12:36:32 ET Summary There are top-down and bottom-up investors. We explain how they differ. The top-down approach can focus on riding a long-term trend through investments in companies in different industries. We explain the trend of more advanced and cleaner vehicl...
ASML p ublishes agenda Annual General Meeting 2023 VELDHOVEN, the Netherlands, March 13, 2023 – ASML Holding NV (ASML) today publishes the agenda for the Annual General Meeting (AGM), which will be held in ASML’s Twinscan Auditorium in Veldhoven on Wednesday, April 26,...
Summary The EU economy has weathered the economic divorce with Russia better than expected, at least on the surface. It took over 800 billion euros in spending to mask the scale of damage. The money was needed to cushion the blow from the need to bid up the price of LNG to the point nee...
Summary Ushio is a cash and asset-rich business specializing in applied light sources in a wide array of sectors, with semiconductors being a core market. Recent trading is weak due to inventory corrections, increasing cost of parts and components, and a strengthening Japanese yen. ...
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ASML reports €6.2 billion total net sales and €1.6 billion net income in Q2 2024 ASML continues to expect 2024 total net sales to be similar to 2023, supported by a strong second half year VELDHOVEN, the Netherlands, July 17, 2024 – Today, ASML Holding N...
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...
ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 2024 2024 outlook unchanged VELDHOVEN, the Netherlands, April 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 first-quarter results. Q1 total net sales of &...