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2023-08-11 06:36:02 ET Chinese semiconductor industry executives urged for building up the domestic supply chain as U.S. plans to limit certain U.S. tech investments in China, depriving the country of advanced technology, Nikkei reported. "To everyone across the country in the semicondu...
2023-08-08 15:22:06 ET ASML Holding N.V. (ASML) KeyBanc Technology Leadership Forum Conference Call August 08, 2023 12:00 PM ET Company Participants Skip Miller - Vice President of Investor Relations Conference Call Participants Stephen Barger - KeyBanc Capit...
2023-08-04 12:50:51 ET Summary ASML is the world's leading manufacturer of lithography machines used in semiconductor production. The company is at the forefront of developing extreme ultraviolet (EUV) lithography technology. ASML has a strong backlog of orders and is well-pos...
2023-08-01 15:59:03 ET Summary KLA Corporation’s fiscal Q4 32.2% revenue growth from <5nm node ramps in 2022 topped the major equipment suppliers. KLA dominates the metrology/inspection sector with a greater than 55% share. KLA’s equipment plays a crucial role...
2023-07-24 18:52:47 ET Summary We’re downgrading Lam Research Corporation and Applied Materials, Inc. to Hold. Our downgrade is driven by our belief that the semi-cap sector is at a higher risk profile due to weaker-than-expect end-market demand impacting wafer fab equipmen...
2023-07-20 16:26:25 ET Summary We’re downgrading ASML Holding N.V. to a hold post Q2 2023 earnings, but we remain confident that the company will outperform in the medium-to-longer term, driven by the strategic nature of lithography spend. We believe macro headwinds and a s...
2023-07-20 08:45:00 ET Summary Aoris is a specialist international equity manager and manages a single international equity portfolio. Our investment approach is conservative, fundamental and evidence-based. The Aoris International Fund (Class A – Unhedged) outperformed its...
2023-07-19 14:47:40 ET Summary ASML Holding N.V. raised its full-year revenue growth guidance from 25% to 30%. However, the increased guidance is largely due to changes in revenue recognition from fast shipment agreements. Hence, ASML's increased guidance does not signal an im...
2023-07-19 13:00:22 ET ASML Holding N.V. (ASML) Q2 2023 Earnings Conference Call July 19, 2023, 09:00 AM ET Company Participants Skip Miller - Vice President, Investor Relations Peter Wennink - Chief Executive Officer Roger Dassen - Chief Financial Officer ...
2023-07-19 09:36:03 ET Summary ASML Holding N.V. reported strong Q2 results, beating previous guidance and expectations, with a 27% YoY growth rate and revenue of €6.9 billion. ASML continues to see resilient demand for its products, especially in DUV, which was able to off...
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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 &...