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ASML 2025

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  1. forum rang 6 Inion 14 augustus 2025 18:28
    quote:

    nine_inch_nerd schreef op 14 augustus 2025 18:21:

    $170 Million Investment :Samsung’s Chip Packaging R&D in Japan Plans to Rival TSMC by 2027
    techovedas.com/170-million-investment...
    Ja, lees ik ook hier en daar. Samsung schijnt z'n zaakjes technisch weer op de rit te hebben. En nieuwe klanten.
  2. forum rang 10 nine_inch_nerd 14 augustus 2025 21:47
    Is er iets? Intel schiet omhoog, nl. (bescheiden, he).

    INTC | Trump Admin. Reportedly Discussing US Taking Stake In Intel
    - Talks Follow Meeting Between Trump And Intel’s CEO
    - US And Intel Are Discussing Plan That Would Bolster Expansion In Ohio

    >Bloomberg

    Edit:
    Bloomberg reports the Trump administration is in talks with Intel $INTC about the US taking a stake in the chipmaker to back its delayed Ohio factory hub, once promised as the world’s largest. Terms and Size of the stake is unclear.

    +8% al.
  3. forum rang 10 nine_inch_nerd 14 augustus 2025 21:56
    The Trump administration is in talks with Intel Corp. to have the US government potentially take a stake in the beleaguered chipmaker, helping support the company's effort to expand domestic manufacturing, according to people familiar with the plan. The deal would help shore up Intel's planned factory hub in Ohio, said the people, who asked not to be identified because the deliberations are private. The company had once promised to turn that site into the world's largest chipmaking facility, though it's been repeatedly delayed. The size of the potential stake isn't clear. The plans stem from a meeting this week a between President Donald Trump and Intel Chief Executive Officer Lip-Bu Tan, the people said. The idea is for the US government to pay for the stake and details are being sorted out, one of the people said. Another cautioned that the plans remain fluid.
    >Bloomberg
  4. forum rang 6 Lieutenant Price 14 augustus 2025 22:08
    APPLIED MATERIALS:
    Adj. EPS: $2.48 (Est. $2.36)
    Revenue: $7.30B (Est. $7.22B)

    Guidance (Q4):
    Revenue: $6.7B ± $0.5B (Est: $7.32B)
    EPS: $2.11 ± $0.20 (Est: $2.38)

    Applied Materials, Inc. (AMAT) 167.98 -20.26 (-10.76%) After hours: 4:07:22 PM EDT
  5. forum rang 10 nine_inch_nerd 14 augustus 2025 22:09
    quote:

    swiss dutch schreef op 14 augustus 2025 21:51:

    Goed nieuws ook voor asml
    Je zag o.a. ASML ADR rond 21:40u opveren (een kleine $7 stijgen).
    Goed voor morgen dit. Dutch chippers zullen hierop positief reageren!
  6. forum rang 10 nine_inch_nerd 14 augustus 2025 22:11
    quote:

    Lieutenant Price schreef op 14 augustus 2025 22:08:

    APPLIED MATERIALS:
    Adj. EPS: $2.48 (Est. $2.36)
    Revenue: $7.30B (Est. $7.22B)

    Guidance (Q4):
    Revenue: $6.7B ± $0.5B (Est: $7.32B)
    EPS: $2.11 ± $0.20 (Est: $2.38)

    Applied Materials, Inc. (AMAT) 167.98 -20.26 [b](-10.76%) After hours: 4:07:22 PM EDT[/b]
    Intel helpt.
    In hoeverre werkt deze morgen dan tegen?
  7. forum rang 6 Lieutenant Price 14 augustus 2025 22:13
    quote:

    nine_inch_nerd schreef op 14 augustus 2025 22:11:

    [...]

    Intel helpt.
    In hoeverre werkt deze morgen dan tegen?
    ASML Holding N.V. (ASML) 724.00 -31.21 (-4.13%) After hours: 4:11:27 PM EDT

    Ziet er niet best uit zo.
  8. forum rang 6 Inion 14 augustus 2025 22:13
    quote:

    nine_inch_nerd schreef op 14 augustus 2025 22:11:

    [...]

    Intel helpt.
    In hoeverre werkt deze morgen dan tegen?
    Nabeurs werkt ie enorm tegen...
  9. Nicolas vv 14 augustus 2025 22:23
    Ze hebben voor 3e kwartaal redelijke cijfers maar geven een lagere outlook voor hun 4e.
    AMAT zit toch zwaar in de DRAM markt, iets waar ASML niet in zit?
  10. forum rang 6 Inion 14 augustus 2025 22:28
    Ja, zoiets. Die na-handel is heel dun en meestal flauwekul. Yanks of algos, die over de rooie gaan. We zien het morgenvroeg wel.
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