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Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
690,800   -26,500   (-3,69%) Dagrange 685,400 - 700,800 962.475   Gem. (3M) 760K

ASML 2024

29.339 Posts
Pagina: «« 1 ... 1394 1395 1396 1397 1398 ... 1467 »» | Laatste | Omlaag ↓
  1. forum rang 8 Hopper58 5 december 2024 14:45
    Nvidia Teams Up With TSMC to Bring AI Chip Powerhouse to U.S. Shores
    TSMC, Nvidia discuss Blackwell chip production in Arizona, bolstered by Biden's CHIPS Act support

    Reuters reported, that Taiwan Semiconductor Manufacturing Company (TSM, Financial) is in talks with Nvidia (NVDA, Financial) to build the Blackwell AI processors at TSMC's upcoming Arizona plant. Already among Apple (AAPL, Financial) and Advanced Micro Devices (AMD, Financial), this plant could potentially be a pillar of the U.S. semiconductor strategy. Originally releasing its Blackwell chips in March, Nvidia had relied upon manufacturing TSMC's facilities in Taiwan to satisfy consumers for rapid computing and artificial intelligence.

    Driven by strong demand for generative AI solutions, Nvidia's stock has surged more than 22% over the previous three months and 193% year-to-date. With shares rising over 30% over the past three months, TSMC is getting ready to start chip manufacturing at the Arizona plant early 2025. Though the plant will handle front-end production of Nvidia's chips, packaging will still take place in Taiwan since the U.S. site lacks chip-on-wafer-on-substrate (CoWoS) capacity. For Nvidia's advanced artificial intelligence processors, CoWoS is a crucial process; all TSMC CoWoS capabilities now live in Taiwan. Supported by the Biden administration's CHIPS Act, which seeks to boost U.S. semiconductor manufacturing, with the Arizona facility being part of TSMC's $65 billion private investment.

    www.gurufocus.com/news/2624311/nvidia...
  2. forum rang 8 zjeeraar 5 december 2024 14:51
    quote:

    Hopper58 schreef op 5 december 2024 14:45:

    Nvidia Teams Up With TSMC to Bring AI Chip Powerhouse to U.S. Shores
    TSMC, Nvidia discuss Blackwell chip production in Arizona, bolstered by Biden's CHIPS Act support

    Reuters reported, that Taiwan Semiconductor Manufacturing Company (TSM, Financial) is in talks with Nvidia (NVDA, Financial) to build the Blackwell AI processors at TSMC's upcoming Arizona plant. Already among Apple (AAPL, Financial) and Advanced Micro Devices (AMD, Financial), this plant could potentially be a pillar of the U.S. semiconductor strategy. Originally releasing its Blackwell chips in March, Nvidia had relied upon manufacturing TSMC's facilities in Taiwan to satisfy consumers for rapid computing and artificial intelligence.

    Driven by strong demand for generative AI solutions, Nvidia's stock has surged more than 22% over the previous three months and 193% year-to-date. With shares rising over 30% over the past three months, TSMC is getting ready to start chip manufacturing at the Arizona plant early 2025. Though the plant will handle front-end production of Nvidia's chips, packaging will still take place in Taiwan since the U.S. site lacks chip-on-wafer-on-substrate (CoWoS) capacity. For Nvidia's advanced artificial intelligence processors, CoWoS is a crucial process; all TSMC CoWoS capabilities now live in Taiwan. Supported by the Biden administration's CHIPS Act, which seeks to boost U.S. semiconductor manufacturing, with the Arizona facility being part of TSMC's $65 billion private investment.

    www.gurufocus.com/news/2624311/nvidia...
    Wederom weer een mooi bericht over deze samenwerking om de Blackwell AI-processors te gaan produceren....deze gecompliceerde chips worden mede door ASML machines mogelijk gemaakt...(!!).
  3. forum rang 8 Hopper58 5 december 2024 14:55
    Applied Materials downgraded to Underweight from Equal Weight at Morgan Stanley
    TheFly

    Dec 05, 2024, 11:20 AM

    Morgan Stanley downgraded Applied Materials (AMAT) to Underweight from Equal Weight with a price target of $164, down from $179. Applied Materials’ leading market share in DRAM and trailing-edge logic lead to the company seeing strong growth in 2023 and 2024, but a weaker operating environment for both end-markets in the first half of the year should lead to a correction, the analyst tells investors in a research note. The firm says its downgrade isn’t for substantial downside but as a relative Underweight within group as it thinks it will be hard for the stock to outperform with the company’s end market exposure.

    www.tipranks.com/news/the-fly/applied...
  4. forum rang 8 Hopper58 5 december 2024 15:05
    Elon Musk's xAI To Expand Colossus Supercomputer Tenfold, Challenging Google, OpenAI And Jeff Bezos-Backed Anthropic
    by
    Navdeep Yadav, Benzinga Editor
    December 5, 2024 7:43 AM

    Elon Musk‘s artificial intelligence (AI) startup, xAI, has revealed plans to expand its Colossus supercomputer by over tenfold. This move is aimed at closing the gap with competitors such as Alphabet Inc. subsidiary Google, OpenAI, and Anthropic.

    What Happened: The Colossus supercomputer, which was constructed in just three months, is set to incorporate more than 1 million graphics processing units (GPUs), reported the Financial Times on Wednesday. The supercomputer, which is currently the largest in the world, operates a cluster of over 100,000 interconnected Nvidia GPUs.

    The expansion process has already commenced at the Memphis facility, with companies like Nvidia, Dell, and Supermicro Computer establishing operations in Memphis to support the expansion. The Greater Memphis Chamber also plans to create an “xAI special operations team” to provide round-the-clock service to the company.

    Why It Matters: AI companies are currently in a race to secure GPUs and access to data centers to meet the computing power demands for training and running their large-language models.

    OpenAI, the creator of ChatGPT, has a nearly $14 billion partnership with Microsoft Corp. MSFT, which includes computing power credits. Anthropic, the maker of the Claude chatbot, has received an $8 billion investment from Amazon and is set to gain access to a new cluster of over 100,000 specialized AI chips.

    The AI industry is witnessing fierce competition for computing power, with major players like Amazon.com Inc. AMZN, OpenAI, and Anthropic making significant moves to strengthen their positions.

    On Tuesday, Jeff Bezos-backed Amazon unveiled advanced AI chip clusters to boost the performance of its partner, Anthropic, challenging the dominance of current market leaders, Nvidia and OpenAI. This move by xAI to expand its supercomputer is another significant development in this ongoing battle for AI supremacy.

    Despite being a relatively new player in the AI industry, xAI, which is valued at $45 billion, has been rapidly gaining ground. The company, founded by Musk just over a year ago, has reportedly recently raised an additional $5 billion and is now in direct competition with OpenAI, a company Musk helped co-found in 2015.

    www.benzinga.com/markets/24/12/423367...
  5. forum rang 10 voda 5 december 2024 15:27
    Video: ASML, ASMI en Besi ook in 2025 weer favoriet
    05-dec-2024 15:19

    Blijven de Magnificent 7 goed presteren volgens Simon Wiersma van ING?

    (ABM FN-Dow Jones) Wat zal het beursjaar 2025 brengen? Die vraag stelde ABM Financial News aan investment manager Simon Wiersma van ING Investment Office.

    youtu.be/l6AHSdymmXs

    Klik hier voor: ASML, ASMI en Besi ook in 2025 weer favoriet

    "Voor 2025 blijven we enthousiast over Amerikaanse aandelen", aldus Wiersma. Met name IT en communicatiediensten zijn favoriet bij ING. "Daar zal de winstgroei het hoogst zijn."

    Aandelen waar Wiersma dan aan denkt zijn de Magnificent 7. In Nederland noemde de expert ASML, ASMI en Besi als interessant. "Die blijven profiteren van de groei van AI."

    Europa is niet interessant, ondanks de lage waarderingen.

    Eindejaarsrally in de maak?

    Recent vroeg ABM Financial News al aan Wiersma en analist Corné van Zeijl van Cardano of zij nog een eindejaarsrally verwachten. De visies van beide experts lopen flink uiteen.

    youtu.be/Pu2dfeyql_U

    Klik hier voor het antwoord van Van Zeijl

    youtu.be/dBa8QN8xFsw

    Klik hier voor het antwoord van Wiersma

    Door: ABM Financial News.
  6. forum rang 8 Hopper58 5 december 2024 15:43
    ???:

    Broadcom Delivers Industry’s First 3.5D F2F Technology for AI XPUs

    Combination of 3D silicon stacking and 2.5D packaging technology enables custom compute platforms with breakthrough performance, power and cost
    PALO ALTO, Calif., Dec. 05, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced the availability of its 3.5D eXtreme Dimension System in Package (XDSiP™) platform technology, enabling consumer AI customers to develop next-generation custom accelerators (XPUs). The 3.5D XDSiP integrates more than 6000 mm2 of silicon and up to 12 high bandwidth memory (HBM) stacks in one packaged device to enable high-efficiency, low-power computing for AI at scale. Broadcom has achieved a significant milestone by developing and launching the industry's first Face-to-Face (F2F) 3.5D XPU.

    investors.broadcom.com/news-releases/...
  7. forum rang 9 nine_inch_nerd 5 december 2024 15:46
    quote:

    Tomark schreef op 5 december 2024 15:32:

    Gisteren was iemand het niet met mij eens dat de koers rond half vier heel vaak naar beneden gaat. Het is weer zover.
    Relativeren en lange termijn kijken.

    Momentopname 15:44u:
    SOX licht rood
    Nasdaq licht rood
    ASML ADR licht groen
    ASML AEX licht groen
29.339 Posts
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