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ASML's Q3 2025 Earnings: Balancing AI Strength with China Headwinds
ASML Holding NV, the Dutch semiconductor equipment giant and key...
Oct 15, 2025
China is the biggest market in terms of revenue, but not profit. The Chinese only can buy less advanced DUV machines, which have a much...
Oct 15, 2025
B
Surely ASML like a lot of folks in the Semicon manufacturing world hope that India can over come and start buying Billions of dollars of...
Oct 15, 2025
B
NVIDIA buying a few Litho machines?
Maybe ASML can work on miniturisation and we can all have one in our garage?
Oct 15, 2025
S
This sums it up all the AI Deals
Oct 15, 2025
DAC is the premier conference for the design and automation of electronic circuits and systems. Research papers, technical presentations...
Oct 15, 2025
Ceva strengthens its leadership as a trusted single source for advancing the smart edge, with Bluetooth® 6.0 Channel Sounding for secure...
Oct 15, 2025
B
It'll be ironic when "AI" investment bots start selling certain AI stocks to collapse the bubble..
Oct 15, 2025
B
If your "AI" has you on the right side of a collapse , then thats what its there for no?
Oct 15, 2025
B
Key Facts & Players
A consortium including BlackRock, Nvidia, Microsoft, xAI (Elon Musk’s AI outfit), MGX (Abu Dhabi’s AI investment...
Oct 15, 2025
I think CNBC is already losing track of some smaller deals, such as Nvidia's $2 billion investment in xAI...
Oct 15, 2025
D
Milestone should have processed sooner he is not wrong about waiting for a time. If it was Taiwan/China/Korea money would have been...
Oct 15, 2025
S
FWIW - CNBC has a new video that visually shows the reinvestment chain:
The pace and scale of artificial intelligence infrastructure...
Oct 15, 2025
S
Following your innovative idea, here’s an enhanced version. I accidentally tried it a couple of times, but it doesn’t seem to self-charge.
Oct 15, 2025
S
'Very troubling': AI's self-investment spree sets off bubble alarms on Wall Street
The companies at the center of the artificial...
Oct 15, 2025
hist78 reacted to Daniel Nenni's post in the thread ASML looks to calm fears over 2026 growth as it warns of China sales decline with
Like.
ASML's Q3 2025 Earnings: Balancing AI Strength with China Headwinds ASML Holding NV, the Dutch semiconductor equipment giant and key...
DAC is the premier conference for the design and automation of electronic circuits and systems. Research papers, technical presentations...
Haha.
Key Facts & Players A consortium including BlackRock, Nvidia, Microsoft, xAI (Elon Musk’s AI outfit), MGX (Abu Dhabi’s AI investment...
Xebec reacted to hist78's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with