ASML Holding Doesn’t See A Memory Slowdown
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 […]
Booming Chips
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. […]
Trouble In Portugal | Seeking Alpha
Just like Greece before it, Portugal is running into the economic and political constraints of being a eurozone member. A political crisis looms as the Portuguese president has refused to […]
ASM Litography at the crux of the chips industry
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..