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Home  /   Forum   /   ASML   /   ASML 2024

Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
631,500   +15,000   (+2,43%) Dagrange 605,700 - 632,300 745.654   Gem. (3M) 711,9K

ASML 2024

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26.716 Posts
Pagina: «« 1 ... 1235 1236 1237 1238 1239 ... 1336 »» | Laatste | Omlaag ↓
  1. forum rang 8 Hopper58 10 november 2024 09:11
    Hier een stukje uit een ouder artikel van Trendforce dat ingaat op 2 nm, Gate-All-Around (GAA) en EUV:

    In fact, the cost of producing 2-nanometer chips is exceptionally high. Per the report citing sources, compared to the 3-nanometer node, costs are expected to increase by 50%, with the per-wafer cost reaching USD 30,000. Therefore, the initial adopters are expected to be smartphone chip clients, notably Apple.

    Previously, per a report from the media outlet wccftech, Apple’s iPhone, Mac, iPad, and other devices will be the first users of TSMC’s 2nm process. Apple will leverage TSMC’s 2nm process technology to enhance chip performance and reduce power consumption. This advancement is expected to result in longer battery life for future Apple products, such as the iPhone and MacBook.

    Unlike with the 3-nanometer node, the complexity of the design means customers must start collaborating with TSMC earlier in the development process. Market speculations suggest that many clients such as MediaTek, Qualcomm, AMD, and NVIDIA have already begun cooperation. TSMC’s earnings call also emphasized that the number of customers for N2 is higher than that for N3 at the same stage of development.

    The Fab 20 facility is expected to begin receiving related equipment for 2nm production as early as April, with plans to transition to GAA (Gate-All-Around) technology from FinFET for 2nm mass production by 2025.

    The competition in the development of 2-nanometer technology is fierce. ASML plans to produce 10 2-nanometer EUV lithography machines this year, with Intel already reserving 6 of them. Additionally, Japan has mobilized its national efforts to establish Rapidus Semiconductor Manufacturing, which also aims to compete in the 2-nanometer process.

    www.trendforce.com/news/2024/03/25/ne...
  3. forum rang 6 kassa! 10 november 2024 09:44
    quote:

    LexKalin schreef op 10 november 2024 09:38:

    www.tipranks.com/news/the-fly/tsmc-to...

    Weer rode semis morgen? Ik ben er echt moe van. Zo blijkt het weer dat het geen verstandige beslissing was dit jaar in de sector te gaan investeren. Te veel politieke risico’s die de koersen beïnvloeden.
    Niet zo somber. Dit is nieuws van vrijdag dus dat zou al in de koersen verwerkt moeten zijn.
  5. forum rang 8 Hopper58 10 november 2024 10:27
    quote:

    Hopper58 schreef op 10 november 2024 09:11:

    Hier een stukje uit een ouder artikel van Trendforce dat ingaat op 2 nm, Gate-All-Around (GAA) en EUV:

    In fact, the cost of producing 2-nanometer chips is exceptionally high. Per the report citing sources, compared to the 3-nanometer node, costs are expected to increase by 50%, with the per-wafer cost reaching USD 30,000. Therefore, the initial adopters are expected to be smartphone chip clients, notably Apple.

    Previously, per a report from the media outlet wccftech, Apple’s iPhone, Mac, iPad, and other devices will be the first users of TSMC’s 2nm process. Apple will leverage TSMC’s 2nm process technology to enhance chip performance and reduce power consumption. This advancement is expected to result in longer battery life for future Apple products, such as the iPhone and MacBook.

    Unlike with the 3-nanometer node, the complexity of the design means customers must start collaborating with TSMC earlier in the development process. Market speculations suggest that many clients such as MediaTek, Qualcomm, AMD, and NVIDIA have already begun cooperation. TSMC’s earnings call also emphasized that the number of customers for N2 is higher than that for N3 at the same stage of development.

    The Fab 20 facility is expected to begin receiving related equipment for 2nm production as early as April, with plans to transition to GAA (Gate-All-Around) technology from FinFET for 2nm mass production by 2025.

    The competition in the development of 2-nanometer technology is fierce. ASML plans to produce 10 2-nanometer EUV lithography machines this year, with Intel already reserving 6 of them. Additionally, Japan has mobilized its national efforts to establish Rapidus Semiconductor Manufacturing, which also aims to compete in the 2-nanometer process.

    www.trendforce.com/news/2024/03/25/ne...
    From Wikipedia, the free encyclopedia
    Rapidus Corporation

    Rapidus Corporation (Japanese: Rapidus????, Hepburn: Rapidus Kabushiki-gaisha) is a semiconductor manufacturer headquartered in Chiyoda, Tokyo, Japan. Rapidus was established in August 2022 with the support of eight major Japanese companies: Denso, Kioxia, MUFG Bank, NEC, NTT, SoftBank, Sony, and Toyota. The goal of Rapidus is to increase advanced semiconductor manufacturing capacity with a 2 nm process by 2027.[2]
  6. forum rang 9 nine_inch_nerd 10 november 2024 11:39
    #china #chipwar #taiwan #us

    U.S. Orders TSMC to Halt Advanced Chip Shipments to China Amid AI Export Clampdown
    (Reuters)

    -effective Monday-

    stockwhiz.ai/us/top/technology/us-ord...

    The US has directed TSMC to stop exporting 7nm+ AI chips to China starting Nov. 11, targeting AI accelerators & GPUs after a chip made by TSMC for China designer Sophgo was found in Huawei's AI processor, Reuters reports. Huawei is under US trade restrictions, prompting this move to block efforts to divert chips for its use. TSMC said it is committed to complying with all applicable rules and regulations.
    Tbc.

    En ja, China is op zoek naar andere leveranciers in andere landen.

    Make new friends and boost hiring: How China's chip industry plans to deal with Trump
    Eduardo Baptista November 8
    www.reuters.com/technology/make-new-f...
  7. LexKalin 10 november 2024 12:00
    quote:

    kassa! schreef op 10 november 2024 09:44:

    [...]

    Niet zo somber. Dit is nieuws van vrijdag dus dat zou al in de koersen verwerkt moeten zijn.
    Kijkend naar de koers en dalingen van afgelopen maanden somberder kan het bijna niet. De hele sector behalve paar uitverkorenen zoals Nvidia zit nu in neerwaartse spiraal en ASML is een van de meest lijdende in dit verhaal.
  9. forum rang 6 kassa! 10 november 2024 13:03
    quote:

    LexKalin schreef op 10 november 2024 12:00:

    [...]

    Kijkend naar de koers en dalingen van afgelopen maanden somberder kan het bijna niet. De hele sector behalve paar uitverkorenen zoals Nvidia zit nu in neerwaartse spiraal en ASML is een van de meest lijdende in dit verhaal.
    www.google.com/finance/quote/ASML:NAS...
  10. forum rang 6 kassa! 10 november 2024 13:12
    www.marketbeat.com/stock-ideas/applie...

    These huge spikes in revenue show that the industry may buy lithography equipment largely at the same time. Then, they don't buy more until they need to upgrade to stay competitive with advancements in the industry. This leads to somewhat higher volatility in the returns of the stock for ASML compared to Applied Materials. Still, it's hard to argue with ASML’s 20% compound annual growth rate (CAGR) in revenue over the past 5 years. Applied Materials' revenue CAGR was only 13%.
  11. LexKalin 10 november 2024 15:58
    quote:

    kassa! schreef op 10 november 2024 13:12:

    www.marketbeat.com/stock-ideas/applie...

    These huge spikes in revenue show that the industry may buy lithography equipment largely at the same time. Then, they don't buy more until they need to upgrade to stay competitive with advancements in the industry. This leads to somewhat higher volatility in the returns of the stock for ASML compared to Applied Materials. Still, it's hard to argue with ASML’s 20% compound annual growth rate (CAGR) in revenue over the past 5 years. Applied Materials' revenue CAGR was only 13%.
    Toekomstige CAGR is geen 20% meer komende jaren.
  16. forum rang 4 Fermín Romero de Torres XI 10 november 2024 18:30
    quote:

    LexKalin schreef op 10 november 2024 17:59:

    [...]

    Afwachten zoals de kwartaalcijfers vorige maand? ;)
    Je kunt toch gewoon verkopen als je het niet vertrouwt? En later terugkopen als je het goed hebt gezien. Of blijven zitten, afwachten wat er gebeurt en accepteren dat dat je keuze was. Niet heel moeilijk.
  17. Westeinder 10 november 2024 19:04
    quote:

    zjeeraar schreef op 10 november 2024 18:20:

    [...]

    ASML is uniek in de chip industrie en AI is niets zonder de geavanceerde machines van ASML......
    Jeetje, dit wordt wel een beetje een langspeelplaat zeg. Hoewel het helemaal klopt wat je zegt, zegt dat niets over de hoeveelheid machines (en dus omzet/winst) die we mogen verwachten, ten opzichte van de verwachting. Want dat is wat de koers bepaalt, niet hoe uniek ze zijn en dat ze daardoor hypothetisch ontzettend gewild zijn.
26.716 Posts
Pagina: «« 1 ... 1235 1236 1237 1238 1239 ... 1336 »» | Laatste |Omhoog ↑

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