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Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can ...
ASML's strong moat in EUV lithography is undeniable, but potential competition and geopolitical risks could challenge its dominance and valuation. Alternatives like NIL, DSA, and Electron Beam ...
This past week, ASML’s third-quarter earnings leaked a day early. The market was caught off guard in more ways than one. ASML ...
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Despite rising competition from Chinese companies and a vulnerable macroeconomic environment driven by geopolitical factors, ASML is worth buying at its current valuation for exposure to the ...
Says Low-NA is still pulling its weight TSMC appears to be in no rush to adopt ASML’s pricey High-NA EUV machines, despite ...
ASML) stands against the other AI stocks. In an interview at CNBC’s ‘Squawk Box,’ Alexandr Wang, founder, and CEO of Scale AI, shared his insights on the ongoing AI competition between the U ...
“Never say never,” Chief Financial Officer Roger Dassen said in an interview at company’s headquarters in Veldhoven, the Netherlands, adding that ASML is far ahead of Chinese competition.
ASML specifically focuses on lithography. It makes the most advanced lithography equipment, where it has a "complete monopoly." It faces more competition in less advanced lithography equipment.
Applied Materials’ earnings highlighted the intensifying competition with Dutch group ASML. As of market close on 15 August, ASML remains the world’s largest chip equipment manufacturer ...
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