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ASML is expected to benefit tremendously from the global semiconductor arms race. The Russia-Ukraine conflict has further intensified the need to ensure chip supply chain resilience. We discuss why ASML will be a prime beneficiary. We also share why investors should consider addin...
I wanted to highlight the four reasons why it's a potentially great time to add this Ultra SWAN quality dividend king to your portfolio. Reason One: Market is likely overreacting to 3M's legal liability risk. Reason Two: One of the highest quality dividend stocks in the world. ...
Intel’s plan is to keep their x86 CPU business while at the same time adding TSM’s foundry business. Both parts of that are tall orders. Intel's foundry plan is super ambitious on a compressed timeline, and it’s not clear that help from their vendors and a tw...
Recent drawdowns in SMH have created long-term buying opportunities for investors in my opinion. I believe demand drivers including 5G, artificial intelligence, autonomous vehicles, and the internet of things will fuel semiconductor growth. Following the chip shortage, demand and ...
The existing European chip ecosystem will become stronger with additional investments in research and design. The automotive and industrial sectors are the biggest end markets for semiconductors in Europe. There are no large fabs in Europe that produce leading-edge chips. Fo...
ARK Invest has published their main investment themes for each year since 2017, including numerical projections for how these themes will grow and outperform. I checked how accurate their 2017 projections were over the last five years and was surprised by what I found. I also look...
Founded in 1984 in the Netherlands, ASML is an industry leader in chip-making technology. ASML is the world-leader in the technology of the future when it comes to computer chip manufacturing. ASML stock is trading at the upper end of its historical fair value range, and I estimat...
Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...
Companies that can raise prices because they want to, and know the market will bear it, are in the ultimate power position. Companies seek efficiencies as inflation rises, which may include automating payroll and outsourcing human resources. Indispensable goods or services have en...
Semiconductor and semiconductor equipment revenue growth has witnessed double-digit growth in 2021, reflected by comparable growth in the SOX. Growth in these sectors will continue in 2022 due to strong post-COVID demand. A semiconductor "shortage" and plan for geographic self-suf...
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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 &...