shareholdersunite.com

ASML Holding posted a solid first quarter and guidance. While Q2 gross margins are guided down, this problem will disappear during the rest of the year as margins will steadily improve. Management also sees no signs of a memory market slowdown. So we think shares will find support at the levels of today at the […]

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We compare four chip equipment makers on various metrics as there are really substantial differences in performance, growth and valuation. We try to tease out some tentative conclusions from this. One of these conclusions is that ASML Holdings is very richly valued compared to the other three, on metrics, there seems little to warrant that […]

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If you can have your customers fund a large chunk of you’re R&D, and those customers are called Intel, then you really must be in a powerful position..

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Really?

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