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Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
627,100   +5,900   (+0,95%) Dagrange 616,600 - 628,500 619.349   Gem. (3M) 715,3K

ASML 2024

23.851 Posts
Pagina: «« 1 ... 1186 1187 1188 1189 1190 ... 1193 »» | Laatste | Omlaag ↓
  1. forum rang 8 Hopper58 1 november 2024 09:54
    quote:

    Inion schreef op 1 november 2024 09:51:

    [...]

    Ok, ok, het was geen kritiek op jou. Begrijp je redenering. Microsoft, Meta, Amazon vertellen allemaal, dat hun AI investeringen renderen, maar de meme-mensen lezen of geloven dat niet.
    Zelfs als je het gelooft: als het een donkere dag is doe je er goed aan meteen te verkopen. Winst verzekerd.
  2. forum rang 7 Thorgall 1 november 2024 10:02
    quote:

    Hopper58 schreef op 1 november 2024 09:51:

    [...]

    In België worden we automatisch gecompenseerd voor inflatie (zowel salarissen als alle uitkeringen). Jullie moeten dat nog inhalen?
    Dat was in Nederland ook tot aan de jaren 80. Automatische prijscompensatie heette dat. Het bracht meer ellende dan goeds omdat je niet meer flexibel bent als land. Dat werd daarom na een jarenlange en diepe recessie losgelaten.
  3. yellowcab 1 november 2024 10:02
    quote:

    bp5ah schreef op 1 november 2024 09:32:

    [...]
    VW gaat zeer slecht, slechter nog dan eerst werd verwacht.

    Heel item deze week daarover op tv.

    Ik leef hier nog, sl ligt op de recentste bodem 614, bij uptick van enige betekenis zijn ze wieberen.

    Vanmiddag cijfertjes.
    Het is algehele malaise in de Europese auto industrie. Autofabrieken moesten van de EU massaal EV's van de lopende band laten rollen. Daar is momenteel heel weinig vraag naar. En de vraag die er voorheen was was voornamelijk de zakelijke rijder. Want geen miljarden subsidies meer, worden ze niet meer verkocht. Er is wel heel veel vraag naar kleine(re) benzine auto's (orderboeken voor de Fiat Panda puilen uit, maar personeel zit thuis). Maar die worden niet of nauwelijks geproduceerd vanwege miljarden hoge uitstootboetes van de EU. Zie verder het artikel in het AD van vandaag. Hoe de groene EU Khmer een van de grootste industrieën om zeep dreigt te helpen. Heeft een enorme impact op onze Europese economieën voor banen, toeleveringsbedrijven (waaronder de chip industrie) en groei. En China is de lachende derde. Je zou toch zeggen dat de Duitse, Franse en Italiaanse regeringen gaan ingrijpen nu.
  4. forum rang 8 Hopper58 1 november 2024 10:08
    quote:

    yellowcab schreef op 1 november 2024 10:02:

    [...]

    Het is algehele malaise in de Europese auto industrie. Autofabrieken moesten van de EU massaal EV's van de lopende band laten rollen. Daar is momenteel heel weinig vraag naar. En de vraag die er voorheen was was voornamelijk de zakelijke rijder. Want geen miljarden subsidies meer, worden ze niet meer verkocht. Er is wel heel veel vraag naar kleine(re) benzine auto's (orderboeken voor de Fiat Panda puilen uit, maar personeel zit thuis). Maar die worden niet of nauwelijks geproduceerd vanwege miljarden hoge uitstootboetes van de EU. Zie verder het artikel in het AD van vandaag. Hoe de groene EU Khmer een van de grootste industrieën om zeep dreigt te helpen. Heeft een enorme impact op onze Europese economieën voor banen, toeleveringsbedrijven (waaronder de chip industrie) en groei. En China is de lachende derde. Je zou toch zeggen dat de Duitse, Franse en Italiaanse regeringen gaan ingrijpen nu.
    Het probleem is vooral het zwieberende beleid: on / off. Niemand heeft nog enig houvast. Niet de consument en niet de industrie.
  5. forum rang 6 Inion 1 november 2024 10:15
    quote:

    Hopper58 schreef op 1 november 2024 10:08:

    [...]

    Het probleem is vooral het zwieberende beleid: on / off. Niemand heeft nog enig houvast. Niet de consument en niet de industrie.
    En dit alles is begonnen in de jaren 60 met de Mammoetwet en de daarop volgende afbraak van het onderwijs. ;-)
  6. forum rang 9 nine_inch_nerd 1 november 2024 10:20
    Voor geïnteresseerden.

    "Good is not good enough", zegt Stefaan Casteleyn.

    ASMi wordt effe behandeld, maar ook het sentiment bij Tech/Chips en o.a. waarom 'goed nieuws niet meer vanzelfsprekend wordt beloond'. Discussie over het cijferseizoen i.c.m. het sentiment beurzen momenteel.

    Minuut 20:40 - 32:25 ASM International - MSFT - Alphabet
    youtu.be/pyNtedwKumo?si=fjHQiyB-VxGvRNpU
  7. forum rang 6 Inion 1 november 2024 10:30
    quote:

    yellowcab schreef op 1 november 2024 10:18:

    [...]

    Klopt, mee eens.
    Ja, tot op zekere hoogte. Het komt, omdat het klimaatbeleid te dogmatisch is en gemaakt werd door mensen met een alpha-opleiding. Die kunnen niet rekenen en hebben geen technisch inzicht. Ze waren bv vergeten, dat het bestaande stroomnet helemaal niet past bij verspreid liggende bronnen als zonnepanelen en windmolens. Werd wel voor gewaarschuwd door mensen, die beter kunnen denken, maar die worden dan weg gezet. En nu komt de tegenreaktie.
  8. forum rang 8 Hopper58 1 november 2024 10:39
    2 Growth Stocks Down 36% and 97% to Buy Right Now
    By James Brumley – Nov 1, 2024 at 4:50AM

    The world's technological landscape would look considerably different without ASML Holding's know-how.
    Plug Power shares have been routed since their 2021 high, but the underlying idea has never been in question. Now it's on the verge of exploding.
    As is the case with most growth stocks, investors interested in either of these two names will want to remain prepared for above-average volatility.

    As difficult as it might be to step into a stock while it's down, that's the best time to plug in to a good growth story.

    There's never a bad time to invest in a good company. But, if you can step into a worthy growth stock at a discount, you'll obviously get more bang for your buck.

    Here's a closer look at a couple of great growth stocks that are currently on sale. If you can handle the risk and their likely continued volatility, they just might be a good fit for your portfolio.

    1. ASML Holding
    There's a decent chance you've never even heard of ASML Holding (ASML -1.65%). There's an even better chance, however, you regularly benefit from its expertise. You may be benefiting from its technology right now, in fact.

    See, ASML provides chipmakers with a means of manufacturing high-performance computer chips. The Netherlands-based company has perfected the art and science of lithography, which is the use of light as a screening mask to etch or spray a microchip into existence. While complex, this approach allows for far smaller chips than could be created using more mechanical processes. Indeed, ASML's tech is so complicated and heavily patented that no rival can truly replicate it. That's why most estimates put its lithography market share in the ballpark of 90%.

    That doesn't mean there aren't risks. Like any other outfit in the semiconductor business, this one is subject to the economic ebbs and flows (as well as geopolitical factors) that impact corporate spending on new equipment. After last fiscal year's top-line growth of more than 40%, as an example, ASML's revenue is essentially on pace to be flat this year. That's the chief reason shares are down 36% from their July high. It's a headwind investors weren't expecting that was made even more real by disappointing third-quarter results followed by lowered sales guidance for the coming year.

    Now take a step back and look at the bigger picture. Even with weaker-than-expected revenue, the analyst community is calling for 2025 revenue growth of at least 19%. Earnings are apt to grow even more.

    And it's worth adding that the bulk of this headwind was already priced into this stock before ASML made it official with a lowered outlook. Analysts' consensus price target still stands at just under $924 per share, which is 30% above the stock's present price. The vast majority of the analyst community also currently rates ASML stock as a strong buy not despite its recent weakness, but because of it.

    www.fool.com/investing/2024/11/01/2-g...
  9. forum rang 7 Thorgall 1 november 2024 10:44
    quote:

    Hopper58 schreef op 1 november 2024 10:16:

    Microsoft is voor beurs aan een gestage klim bezig.

    Waren gisteren gewoon de sceptici aan zet en komt nu de realisten aan zet? Want AI loont. De investeringen zullen lonen.
    tuurlijk, daar moet je gewoon in zitten als belegger, net zoals in alphabet, apple, nvidia, amazon en meta. Ik zit er zelf al jaren in en het heeft me geen windeieren gelegd. Des te vreemder is het verschil in de performance met ASML. Maar ook dat komt goed.
  10. forum rang 9 nine_inch_nerd 1 november 2024 10:51
    Ter info.

    TSMC to receive ASML's next-gen chip machines this year
    Intel is already testing latest EUV equipment as chip race heats up

    Ivm betaalmuur, hier het verhaal:

    TAIPEI -- Taiwan Semiconductor Manufacturing Co. is set to receive its first shipment of the world's most advanced chipmaking machines from Dutch supplier ASML by the end of this year, just months behind U.S. rival Intel.

    Known as high numerical aperture extreme ultraviolet -- or high NA EUV -- lithography machines, they are the world's most expensive chipmaking equipment, with a price tag of about $350 million each, equivalent to the cost of about three F-35 fighter jets.

    TSMC, Intel and Samsung of South Korea are the only global chipmakers still in the race to produce ever tinier and more powerful semiconductors, and they all rely heavily on ASML's tools.

    Sources briefed on the matter told Nikkei Asia that TSMC will install the new high NA EUV equipment at its R&D center near its headquarters in Hsinchu, Taiwan, in this quarter.

    Extensive research and engineering work will be required before the new equipment can be deployed for mass chip production, but sources say the company does not feel the need to rush it into action.

    "Based on current R&D results, there's no pressing need to use the latest version of high NA EUV machines, but TSMC won't rule out any chance to do comprehensive pathfinding and engineering work and conduct trial runs with the most advanced tools available in industry," one of the sources said. "TSMC aims to keep all options open."

    ASML operates a high NA EUV lithography tool lab for potential customers to test out its machines at its headquarters in Veldhoven, the Netherlands. (Photo by ASML)
    TSMC will likely consider using the machines for commercial production only after it introduces so-called angstrom 10 (A10) production technology, potentially after 2030, sources said.

    A10 technology is roughly two generations beyond the 2-nanometer chips that TSMC aims to put into production by the end of 2025. Currently, its most advanced semiconductors are 3-nm processor chips used in the iPhone 16 series.

    Nanometer measurements generally refer to how closely transistors can be packed together on a chip, with a smaller number generally indicating a more powerful product.

    TSMC confirmed to Nikkei Asia that it is bringing in the new machines but did not disclose any details about the timing of delivery or introduction in production.

    "TSMC carefully evaluates technology innovations such as new transistor structures and new tools and considers their maturity, cost, and benefit to customers before deploying them to volume production," the company said. "TSMC plans to bring in high NA EUV scanners first for R&D to develop the associated infrastructure and patterning solution needed for customers to fuel innovation."

    Intel, meanwhile, installed its first set of high NA EUV machines at its R&D center in Oregon a few months ago and is testing them in preparation for commercial production. A second set of ASML's EUV machines was shipped to Intel in the second quarter of this year. Intel is looking to accelerate its production technology development to regain its manufacturing leadership, and aims to put the new machines into commercial production by 2027. It outsourced some flagship CPU chip production for this year and next to TSMC in order to focus on its own technologies.

    ASML is the only company in the world that provides machines for EUV lithography, the most advanced method for printing semiconductor structures onto wafers. Its standard EUV machines are used to make chips at the 7-nm level or better and cost about $180 million per set.

    The high NA EUV machines are capable of printing even tinier structures onto wafers, allowing them to pack nearly three times as many transistors into the same area as ASML's standard EUV machines, according to the company.

    Samsung and TSMC were early adopters of EUV technology, introducing it in 2018 and 2019, respectively. TSMC currently relies heavily on ASML's standard EUV machines to make its most advanced chips for smartphones, servers and AI applications. The chipmaker has previously said it owned more than half of the world's EUV machines as of the end of 2023.

    Intel was slower to shift to EUV, relying instead on older lithography tools. This decision led to lower production yields for certain CPUs and delays in Intel's roadmap for introducing new products. It was only after current CEO Pat Gelsinger reversed this decision and committed to EUV that the company introduced its first CPU utilizing the technology in 2023.

    An Intel executive told Nikkei Asia that EUV has significantly improved production quality and reduced cycle times, or the amount of time required to process a wafer from start to finish.

    ASML told Nikkei Asia its first two sets of high NA EUV machines were shipped to Intel and confirmed that a third set was "in the process of being shipped to a second major customer at this moment," without disclosing any specific information about that customer.

    ASML said it has commitments from all of its EUV customers to adopt the new technology but added that their time frames for doing so may vary. "That has been the case with every technology transition."


    asia.nikkei.com/Business/Tech/Semicon...
  11. forum rang 4 HogerOfLager 1 november 2024 11:06
    Even wat koersen uit de oude doos. (Alles omgerekend)
    sep 1998 - 4,80
    jun 2000 - 47,11
    sep 2001 - 12,79
    sep 2002 - 6,51

    Koersen van wat recentere datums
    dec 2022 - 706,70
    jun 2024 - 964,20
    nov 2024 - 623,80

    Een nogal volatiel aandeel kun je zeggen!

    Wijze les.
    Met wat geduld kun je miljonair worden :-)
  12. forum rang 8 Hopper58 1 november 2024 11:09
    quote:

    HogerOfLager schreef op 1 november 2024 11:06:

    Even wat koersen uit de oude doos. (Alles omgerekend)
    sep 1998 - 4,80
    jun 2000 - 47,11
    sep 2001 - 12,79
    sep 2002 - 6,51

    Koersen van wat recentere datums
    dec 2022 - 706,70
    jun 2024 - 964,20
    nov 2024 - 623,80

    Een nogal volatiel aandeel kun je zeggen!

    Wijze les.
    Met wat geduld kun je miljonair worden :-)
    En met af en toe tijdelijk verkopen wordt je miljardair.

    Op dit moment zou ik die 6 % winst van Amazon nu verzilveren. Dinsdag koop je ze gegarandeerd terug aan de oude prijs.
23.851 Posts
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