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Home  /   Forum   /   ASML   /   ASML 2025

Aandeel ASML Holding NL0010273215

Laatste koers (eur) Verschil Volume
711,100   +8,100   (+1,15%) Dagrange 706,300 - 712,800 37.635   Gem. (3M) 766K

ASML 2025

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4.749 Posts
Pagina: «« 1 ... 51 52 53 54 55 ... 238 »» | Laatste | Omlaag ↓
  2. forum rang 8 zjeeraar 15 januari 2025 10:43
    quote:

    Katsjinggg schreef op 15 januari 2025 10:28:

    ASML says it sees no impact from new Dutch gov't export controls
    09:45 (15-01) - Bron: Reuters

    ASML says it sees no impact from new Dutch gov't export controls
    AMSTERDAM, Jan 15 (Reuters) - Dutch computer chip equipment supplier ASML (ASML -0.29%) said on Wednesday it did not believe new export controls announced by the Netherlands government would impact its business.

    The foreign ministry said it was introducing changes that would apply to "specific measuring and inspection equipment" used in advanced chipmaking.

    ASML said in response it did not see the measures having any additional impact to the guidance it issued in December after the U.S. government announced new restrictions on semiconductor exports to China affecting chip equipment firms.
    Als het zo is heeft ASML verder ook niets meer toe te voegen en dat vertrouwen heb ik wel .......
  4. forum rang 8 Hopper58 15 januari 2025 11:20
    January 14, 2025 11:58 AM
    Apple And Nvidia Supplier Taiwan Semiconductor Leads Semiconductor Market with 64% Share
    by Anusuya Lahiri Benzinga Editor

    Apple Inc is finalizing the verification of its “made in America” processor chips from Taiwan Semiconductor Manufacturing Co’s plant in Arizona.

    The first batch of commercial chips will likely by this quarter, Nikkei Asia reports.

    The 2020 pandemic prompted countries including the U.S., Europe, and Japan to consolidate their semiconductor position by tapping chipmakers like Taiwan Semiconductor, Intel Corp, Samsung Electronics Co, thereby reducing their dependence on China.

    Additionally, the U.S. started restricting China’s access to advanced semiconductor technology, which Washington alleged China utilized to boost its military warfare position.

    Washington also restricted China’s access to sophisticated Nvidia Corp and Taiwan Semiconductor’s artificial intelligence chips.

    The country also canvassed its allies, including Taiwan and the Netherlands (home to chip equipment maker ASML Holding ASML, to restrict semiconductor trade with China.

    Meanwhile, Taiwan Semiconductor bagged a 64% share of the global foundry business in the third quarter of 2024, up from 62% in the second quarter, Taipei Times cites Counterpoint Research.

    Last November, Counterpoint said Taiwan Semiconductor owed its moat to high utilization rates in its 5nm and 3nm processes, artificial intelligence (AI) accelerator demand, and smartphone sales.

    Samsung came second with a 12% share backed by its 4nm and 5nm processes, Taipei Times cites Counterpoint.

    China’s Semiconductor Manufacturing International came third after it secured 6%, backed by its 28nm process, Taipei Times cites Counterpoint.

    United Microelectronics Corp UMC tied with GlobalFoundries Inc GFS with a 5% share backed by demand in the Internet of Things and communications infrastructure markets.

    The 3nm process scored a second position in the third quarter, bagging a 13% share, on the back of the full utilization of Taiwan Semiconductor’s production capacity, as production by Apple, Qualcomm Inc QCOM, Intel gained momentum.

    The 5 and 4nm processes bagged the numero uno position, securing 24% of the market in the third quarter, courtesy of demand for Nvidia’s Blackwell graphics processing units.

    Taiwan Semiconductor plans to start producing its 2nm process at its fab in Hsinchu County’s Baoshan Township in 2025.

    Goldman Sachs expressed optimism over Taiwan Semiconductor’s prospects, citing AI demand and advanced node growth. Taiwan Semiconductor’s price hikes for 3 and 5nm nodes in 2025 (while Intel and Samsung struggle to develop their AI technology moat) could boost its margins to over 59%.

    www.benzinga.com/media/25/01/42981814...
  8. forum rang 9 nine_inch_nerd 15 januari 2025 12:43
    Samsung krijgt een opening/hand toegereikt via Broadcom dat NVDA wil concurreren.
    Inhaalslag Samsung in volle actie...

    Broadcom, which has emerged as a new powerhouse as NVIDIA's monopoly system has a rift in the artificial intelligence (AI) semiconductor market, is discussing cooperation in the supply of high-bandwidth memory (HBM) with Samsung Electronics.
    According to the industry on the 15th, Broadcom is in the process of negotiations with Samsung Electronics over the supply of HBM4, the 6th generation HBM.
    Broadcom is a fabless company with unique technology in the field of customized semiconductor (ASIC) design. Recently, major big tech companies such as Google, Meta, and Byte Dance are developing their own AI chips to reduce their dependence on Nvidia and are requesting designs from Broadcom.

    Samsung Electronics supplies HBM to NVIDIA's rival 'Broadcom'
    2025-01-15 Reporter Yang Won-mo
    www.thepublic.kr/news/articleViewAmp....
  10. forum rang 8 zjeeraar 15 januari 2025 13:35
    quote:

    Katsjinggg schreef op 15 januari 2025 10:28:

    ASML says it sees no impact from new Dutch gov't export controls
    09:45 (15-01) - Bron: Reuters

    ASML says it sees no impact from new Dutch gov't export controls
    AMSTERDAM, Jan 15 (Reuters) - Dutch computer chip equipment supplier ASML (ASML -0.29%) said on Wednesday it did not believe new export controls announced by the Netherlands government would impact its business.

    The foreign ministry said it was introducing changes that would apply to "specific measuring and inspection equipment" used in advanced chipmaking.

    ASML said in response it did not see the measures having any additional impact to the guidance it issued in December after the U.S. government announced new restrictions on semiconductor exports to China affecting chip equipment firms.
    Als bovenstaande nu de oorzaak is dat ASML in het rood staat is er ook maar erg weinig vertrouwen aanwezig. Iets anders kan ik niet verzinnen gezien de toch mooie vooruitzichten.....
4.749 Posts
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