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ASML Aub alleen inhoudelijke dingen plaatsen

192 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 » | Laatste

Omlaag ↓

EenStukje 24 februari 2022 23:00

no comment. of toch. 2027.

finance.yahoo.com/news/chip-supplier-...

Nicolas vv 25 februari 2022 08:58

De kogel is door de kerk.
Gisteren werd bekend dat Intel een mega chip productie fabriek in Magdeburg Duitsland gaat bouwen. Werkgelegenheid voor 1000 mensen.
www.mdr.de/nachrichten/sachsen-anhalt...

Volgens Intel's IDM 2.0 strategie* kan je ervanuit gaan dat er ASML EUV machines zullen worden aangeschaft.
*Meer over de IDM 2.0 strategie is te lezen op de INTEL website:

www.intel.com/content/www/us/en/newsr...

rene66 15 maart 2022 10:10

PRESS RELEASE
ASML publishes agenda Annual General Meeting 2022

Reappointment of Board of Management members and changes in Supervisory Board announced
01 / 05

VELDHOVEN, the Netherlands, March 15, 2022

ASML Holding NV (ASML) today publishes the agenda and the explanatory notes for the Annual General Meeting (AGM), which will be held on Friday, April 29, 2022, starting at 14:00 CET. The agenda with the explanatory notes and other meeting documents are available at www.asml.com/agm2022.

www.asml.com/en/news/press-releases/2...

rene66 15 maart 2022 15:00

Intel Plans $19 Billion German Mega Factory in European Push

Tue, March 15, 2022, 2:47 PM

Bloomberg) -- Intel Corp. pledged to invest 17 billion euros ($18.7 billion) to build a cutting-edge semiconductor production site in Germany, marking the beginning of Europe’s ambitious attempt to lure global chipmakers back to the region.

The Santa Clara, California-based company has committed to spend 33 billion euros in a number of European countries, part of a plan to devote 80 billion euros to the region over the next decade. France will become home to a new chip research center, and the company will expand its existing production site in Ireland. Intel also announced it is negotiating with Italy about opening a new packaging site.

finance.yahoo.com/news/intel-plans-19...

Wilbar 15 maart 2022 20:05

En als aanvulling op bovenstaand bericht:

www.theverge.com/2022/3/15/22978954/i...

rene66 17 maart 2022 14:50

US-China tech war: Chinese surveillance camera maker Hikvision to acquire second-hand ASML machine for chip production

Hangzhou Hikvision Digital Technology, one of the world's largest suppliers of video surveillance cameras, plans to buy a second-hand lithography machine made by Dutch firm ASML Holding for its in-house chip manufacturing operation, according to a source familiar with the matter, marking a big move for the Chinese state-owned firm toward tech self-sufficiency amid US trade restrictions and a global semiconductor shortage.

finance.yahoo.com/news/us-china-tech-...

Mohandes 17 maart 2022 17:25

@rene66 Non-news. China kan gewoon nieuwe machines kopen bij ASML, alleen geen EUV.

rene66 17 maart 2022 20:05

quote:
Mohandes schreef op 17 maart 2022 17:25:
@rene66 Non-news. China kan gewoon nieuwe machines kopen bij ASML, alleen geen EUV.

@Mohandes, de VS heeft Hikvision op de zwarte lijst gezet, daardoor mag dit bedrijf geen machines ed kopen zonder toestemming van de VS. Klaarblijkelijk hebben ze geen toestemming van de VS om dit soort machines direct van ASML te kopen, dus kopen ze tweede hands machines.

US adds Chinese surveillance giant Hikvision to trade blacklist

Move bars companies and other entities from buying parts and components from US companies without US government approval

www.scmp.com/news/china/article/30319...

Mohandes 18 maart 2022 18:37

Eens, had over het hoofd gezien dat het een geboycot spionage bedrijf was.
De titel is misleidende stemmingmakerij. Dit heeft niks met de hitech China 'race' te maken, maar met mensenrechten.
Sterker nog: dat ze 17 jaar oude machines van ASML willen kopen, laat alleen maar zien dat de Chinese leveranciers meer dan 17 jaar achter lopen. Goed nieuws dus ;-)

M.

Neutraal-1 18 maart 2022 19:04

Goldman Sachs Upgraded ASML To Conviction Buy - Read Why
Anusuya Lahiri, Benzinga
Mar. 18, 2022, 06:24 AM

Goldman Sachs analyst Alexander Duval upgraded ASML Holding NV (NASDAQ:ASML) to Conviction Buy from Buy with a €930 price target (57.20% upside).
Duval sees ASML as a "core Digital Enabler" given its monopoly position on Extreme Ultraviolet Lithography.
ASML's de-rating from 29-times price to expected 2025 earnings to 23-times despite improving orders and customer datapoints has created an improved risk-reward.
ASML reported fourth-quarter FY21 revenue of €4.99 billion, up 17.2% Y/Y missing the consensus. The Q4 net bookings were €7.1 billion.
ASML sees Q1 2022 net sales of €3.3 billion - €3.5 billion.
Price Action: ASML shares closed higher by 0.53% at $654.10.

simidoc 19 maart 2022 06:53

quote:
Neutraal-1 schreef op 18 maart 2022 19:04:
Goldman Sachs Upgraded ASML To Conviction Buy - Read Why
Anusuya Lahiri, Benzinga
Mar. 18, 2022, 06:24 AM

Goldman Sachs analyst Alexander Duval upgraded ASML Holding NV (NASDAQ:ASML) to Conviction Buy from Buy with a €930 price target (57.20% upside).
Duval sees ASML as a "core Digital Enabler" given its monopoly position on Extreme Ultraviolet Lithography.
ASML's de-rating from 29-times price to expected 2025 earnings to 23-times despite improving orders and customer datapoints has created an improved risk-reward.
ASML reported fourth-quarter FY21 revenue of €4.99 billion, up 17.2% Y/Y missing the consensus. The Q4 net bookings were €7.1 billion.
ASML sees Q1 2022 net sales of €3.3 billion - €3.5 billion.
Price Action: ASML shares closed higher by 0.53% at $654.10.

Buy with a €930 price target (57.20% upside).
Ze mogen van mij gerust naar 930€ gaan, mijn langlopende calls zullen er wel bij varen.

rene66 25 maart 2022 22:11

Laser neon shortage.

www.cnbc.com/2022/03/25/russia-ukrain...

rene66 25 maart 2022 22:52

ASML CNBC.

www.cnbc.com/2022/03/23/inside-asml-t...

mathijsjelle 26 maart 2022 09:46

www.ed.nl/veldhoven/mogelijk-miljoene...

rene66 30 maart 2022 08:51

Micron blows away any worries about chip trouble; your new AI stock

You can understand why, with Meta building gigantic data centers to run artificial intelligence, packed with tons of GPU chips from Nvidia and tons of solid-state drives from Pure Storage. This is a decade-long trend of rising data center construction and expansion, Mehrotra said this evening. Those GPUs need DRAM chips like the kind Micron makes, and the solid-state drives need NAND flash chips like the kind Micron makes.

www.thetechnologyletter.com/the-posts...

rene66 30 maart 2022 12:56

Making EU ASML nieuws

www.asml.com/en/news/stories/2022/mak...

rene66 7 april 2022 21:59

ASML beloningsbeleid. VEB

www.veb.net/artikel/08586/na-jarenlan...

rene66 11 april 2022 19:55

Intel Marks Grand Opening of $3B Factory Expansion in Oregon

Intel today celebrated the grand opening of the latest expansion of D1X, its leading-edge factory in Hillsboro, Oregon. In a ribbon-cutting ceremony attended by senior government officials and community leaders, Intel CEO Pat Gelsinger highlighted the company’s positive impact in Oregon and reiterated its commitment to U.S. leadership in semiconductor research and development (R&D)

www.intel.com/content/www/us/en/newsr...

www.youtube.com/watch?v=tNiy93XBCvo

rene66 22 april 2022 07:52

The technology letter

www.thetechnologyletter.com/the-posts...

Jannie2 22 april 2022 20:00

Als (!) de markt weer een keer terug keert naar de mind set van 2020 en 2021 dan spuit ASML de pan uit .... :-)

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