Aandeel ASML Holding AEX:ASML.NL, NL0010273215

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bp5ah schreef op 16 september 2024 23:37:

Intel Corporation

Close $20.91 +1.25 (+6.36%)

After Hours $22.70 +1.79 (+8.56%)

Begint op te veren na die afstraffing, wiebert nabeurs verder omhoog.

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voda schreef op 17 september 2024 07:18:

Intel Might Be Telling On Itself
Sep. 15, 2024 2:45 PM ET Intel Corporation (INTC) Stock16 Comments
Joseph Parrish
1.56K Followers

Summary
- A potential spinoff of Intel's foundry business raises new doubts about management's strategy.
- Intel's cash flow issues and competitive pressures from TSMC complicate its foundry ambitions.
- Before buying INTC, investors deserve Q3 results or other updates for more clarity on Intel's strategic direction.
- By that same token, they need a price with a better risk-reward balance.

Voor meer, zie link:

seekingalpha.com/article/4721231-inte...

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Bulletje Rozenwater schreef op 16 september 2024 20:59:

[...]

Jen-Hsun Huang vindt van wel, "Moore's law is dead."

Het laaghangend fruit is opgepikt. Dat was het verdienmodel van ASML, steeds maar kleiner.
Nu moet het slimmer. Andere bedrijven gaan dus de fakkel van de innovatie overnemen.

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Mooore schreef op 17 september 2024 08:15:

[...]

Ja, nu weten we het wel.
We horen al 10 jaar dat het eind in zicht is.
Je hoeft het niet elk uur te posten om het waarheid te laten worden.
Of probeer je gewoon jezelf te overtuigen?

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KingCrab schreef op 17 september 2024 07:48:

(The author is a Reuters Breakingviews columnist. The opinions expressed are her own.)

By Karen Kwok

LONDON, Sept 16 (Reuters Breakingviews) - Clouds are gathering for ASML , though the nearest ones are not necessarily the most threatening. The fear that the U.S. and Dutch governments may curb exports to China has hurt the shares of the 290 billion euro group, whose lithography machines are used to fashion high-precision microchips. But the rapid pace of innovation may be a bigger threat.

The growing trade war is a tolerable headache for ASML CEO Christophe Fouquet. In the second quarter Chinese sales accounted for a whopping 49% of the group’s total. Yet that may be because Middle Kingdom customers are hurriedly bringing forward sales. Redburn analysts estimate that a further curb in exports could cut annual revenue by just 1.1 billion euros – equivalent to 3% of ASML’s total estimated revenue in 2025, using data polled by Visible Alpha.

That’s a manageable blow given the Veldhoven-based group is expected to record sales growth of over 30% that same year. It’s helped by a dominant position in lithography machines, whose ultra-fine lasers are used to cut microchips and the transistors that process information by turning currents on and off. Lithography made up 23% of the $114 billion global chip equipment market in 2023, according to Boston Consulting Group and Gartner.

For decades, chip companies like TSMC <2330.TW> and Intel have sought to pack ever more circuits on to their devices, creating steadily increasing demand for ASML’s lithography machines. Yet the growth of artificial intelligence, and the ravenous need for both chips and energy it creates, may signal a shift: rather than cram more circuits on to a semiconductor, it may be cheaper, and less energy-intensive, to find more efficient ways of stacking chips close to each other, dubbed advanced packaging.

Advanced packaging accounts for just 8% of the global chip industry today, but will double to $96 billion by 2040, BCG reckons. That may mean that customers will still use ASML’s kit, but have less need for the most expensive lithography technology, like the most advanced extreme ultraviolet machines, which create beams as thin as 2 billionths of a metre, and currently cost up to 350 million euros each. EUV machines will make up 36% of ASML sales in 2024, and are expected to account for 51% by 2028, according to analysts’ estimate polled by Visible Alpha.

ASML’s current valuation doesn’t leave much room for error. Fouquet’s group trades at some 39 times the earnings analysts expect it to generate this year, using Visible Alpha data. That’s nearly double the multiple of peers Lam Research and Applied Materials . To hang on to its premium valuation, ASML will need laser-like precision.

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Hopper58 schreef op 17 september 2024 08:44:

[...]

Dit is het tweede bericht dat op een probleem met de technologische ontwikkeling wijst. Ik heb (voorlopig?) de handdoek geworpen.

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Inion schreef op 17 september 2024 09:04:

ASNL is niet meer gezakt in koers dan Nvidia. Ongeveer gelijk.

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voda schreef op 17 september 2024 08:50:

[...]
Kijk jij niet naar de fundamenten van ASML? Die zijn in gewapend beton gegoten.

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after-knowledge schreef op 17 september 2024 09:07:

Veel bleeknasen in dit aandeel. Weinig helden.

Bij elk wat minder bericht wordt er verkocht.

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after-knowledge schreef op 17 september 2024 09:07:

Veel bleeknasen in dit aandeel. Weinig helden.

Bij elk wat minder bericht wordt er verkocht.

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Mike O. schreef op 17 september 2024 09:10:

[...]
Bijkopen dan.

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Hopper58 schreef op 17 september 2024 08:44:

[...]

Dit is het tweede bericht dat op een probleem met de technologische ontwikkeling wijst. Ik heb (voorlopig?) de handdoek geworpen.