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 […]
April 22nd, 2018 · Comments Off on ASML Holding Doesn’t See A Memory Slowdown
December 4th, 2017 · Comments Off on 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. 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 […]
July 11th, 2012 · Comments Off on 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..
May 17th, 2010 · Comments Off on European stocks offer buying opportunity