rood blauwe elepsis logo Belegger.nl
Uitgebreid zoeken

ASML 2024

29.986 Posts
Pagina: «« 1 ... 1019 1020 1021 1022 1023 ... 1500 »» | Laatste | Omlaag ↓
  1. forum rang 9 Calimero 13 oktober 2024 14:29

    • Calimero

      Lid sinds: 01 nov 2018

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 3433

      Gegeven: 248

    •    Aantal posts: 20.070

    quote:

    Jochie1962 schreef op 13 oktober 2024 14:22:

    [...]

    Hahaha, super-modelletje, speciaal voor de gewichtheffer.
    btw .. niet aan te raden voor Hezbollah-leden .. want daar kunnen hele grote "Batterijen" in ... :)
  2. forum rang 8 zjeeraar 13 oktober 2024 17:49

    • zjeeraar

      Lid sinds: 19 nov 2019

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 8363

      Gegeven: 896

    •    Aantal posts: 10.707

    We hebben het hier dikwijls over Intel, TSMC Samsung... etc.

    SK hynix uit Korea is ook een afnemer van ASML machines......

    Wat denk je van onderstaande Koreaanse chip producent....

    SK hynix is gestart met de massaproductie van de eerste 12-layer HBM3E geheugenchip met 36GB.
    De DRAM-chips zijn 40 procent dunner en verhogen de capaciteit met 50 procent, aldus de fabrikant.
    “SK hynix heeft opnieuw de technologische grenzen doorbroken met onze leidende positie in AI-geheugenchips”, aldus topman Justin Kim.
  4. forum rang 10 voda 14 oktober 2024 07:38

    • voda

      Lid sinds: 02 dec 2005

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 93372

      Gegeven: 22894

    •    Aantal posts: 384.247

    Santander verhoogt het verkoopadvies voor ASML naar houden
    maandag 14 oktober 2024 - 06:41u -

    Santander verhoogt het koersdoel van ASML naar € 850,00 van € 832,00. Het verkoopadvies van woensdag 14 februari 2024 wordt vervangen door een houdadvies. Dit vorige advies heeft geresulteerd in een rendement van 0,00%.

    www.guruwatch.nl/advies/174572/ASML/S...
  5. forum rang 5 Mike O. 14 oktober 2024 08:41

    • Mike O.

      Lid sinds: 22 jan 2019

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 1154

      Gegeven: 837

    •    Aantal posts: 945

    quote:

    zjeeraar schreef op 13 oktober 2024 17:49:

    We hebben het hier dikwijls over Intel, TSMC Samsung... etc.

    SK hynix uit Korea is ook een afnemer van ASML machines......

    Wat denk je van onderstaande Koreaanse chip producent....

    SK hynix is gestart met de massaproductie van de eerste 12-layer HBM3E geheugenchip met 36GB.
    De DRAM-chips zijn 40 procent dunner en verhogen de capaciteit met 50 procent, aldus de fabrikant.
    “SK hynix heeft opnieuw de technologische grenzen doorbroken met onze leidende positie in AI-geheugenchips”, aldus topman Justin Kim.
    Als ze de massaproductie starten betekent dat dat ze de machine al hebben.
  6. forum rang 8 Hopper58 14 oktober 2024 08:50

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 3827

      Gegeven: 1539

    •    Aantal posts: 9.575

    'The average price target among Wall Street analysts is $1,127, which implies about 33% upside for the stock. With shares trading at about 26 times 2025 earnings estimates, the shares look inexpensive relative to their earnings growth over the next few years. With strong forthcoming sales and expanding margins, analysts expect earnings growth above 20% for the next five years. That makes the stock extremely attractive at this price.

    ASML shares are well off their all-time high, but shares trade around $850 each. That's plenty high enough to justify a stock split, but as shares climb above $1,000 and remain there, it could push the company to split its stock and bring the price back down to the triple-digit territory.'

    www.fool.com/investing/2024/10/13/pos...
  7. forum rang 7 *voetnoot 14 oktober 2024 09:31

    • *voetnoot

      Lid sinds: 24 apr 2017

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 6219

      Gegeven: 13374

    •    Aantal posts: 10.187

    quote:

    BassieNL schreef op 13 oktober 2024 11:24:

    Waarom zijn er in H1 van dit jaar veel minder EUV systemen verkocht dan in voorgaande jaren?

    H1 2024: 19 stuks
    H1 2023: 29 stuks
    H1 2022: 27 stuks
    Omdat er nog zeer veel vraag naar DUV-machines is.
  13. forum rang 8 Hopper58 14 oktober 2024 10:22

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 3827

      Gegeven: 1539

    •    Aantal posts: 9.575

    PREVIEW-TSMC third-quarter profit seen jumping 40% on strong AI chip demand
    02:01 14/10/2024

    Analysts expect third-quarter profit of $9.27 bln

    Q3 revenue jumps, beats market expectations

    Stock price has leapt on chip demand for AI applications

    Earnings call at 0600 GMT on Thursday

    By Ben Blanchard and Faith Hung

    TAIPEI, Oct 14 (Reuters) - Taiwan Semiconductor Manufacturing Co <2330.TW>, the main producer of advanced chips used in artificial intelligence applications, is expected to report a 40% leap in third-quarter profit on Thursday thanks to soaring demand.

    The world's largest contract chipmaker, whose customers include Apple and Nvidia , has benefited from the surge towards AI.

    TSMC is set to report a net profit of T$298.2 billion ($9.27 billion) for the quarter ended Sept. 30, according to a LSEG SmartEstimate drawn from 22 analysts. SmartEstimates give greater weighting to forecasts from analysts who are more consistently accurate.

    That estimate compares to the 2023 third-quarter net profit of T$211 billion.

    TSMC last week reported a jump in third-quarter revenue as reported in Taiwan dollars, comfortably beating market expectations. The company gives its revenue outlook in U.S. dollars at its earnings conference.

    "Most of TSMC's major clients, including Apple, Nvidia, AMD , Qualcomm and Mediatek <2454.TW> are launching new products which heavily rely on TSMC's advanced process technologies," said Li Fang-kuo, chairman of President Capital Management.

    "TSMC's Q3 earnings will exceed expectations by a lot," Li added.

    TSMC, at its quarterly earnings call at 0600 GMT on Thursday, will update its outlook for the current quarter as well as for the full year, including its capital expenditure as it races to expand production.

    TSMC is spending billions building new factories overseas, including $65 billion on three plants in the U.S. state of Arizona, though it says most manufacturing will remain in Taiwan.

    On its last earnings call in July, TSMC raised its full-year revenue forecast and adjusted its capital expenditure plans for this year to between $30 billion and $32 billion, compared with a previous forecast of $28 billion to $32 billion.

    The AI boom has helped drive up the price of shares in Asia's most valuable company, with TSMC's Taipei-listed stock soaring 77% so far this year, compared with a 28% gain for the broader market <.TWII>.

    Hsinchu-headquartered TSMC, colloquially referred to the "sacred mountain protecting the country" for its crucial role in Taiwan's export-oriented economy, faces little competition.

    Once the dominant force in the semiconductor industry, five-decade-old Intel is facing one of its worst periods as losses mount at the contract manufacturing unit it is building out in hopes of challenging TSMC.

    ($1 = 32.1570 Taiwan dollars)

    (Reporting by Ben Blanchard and Faith Hung; Editing by Christopher Cushing)
  14. forum rang 5 Jochie1962 14 oktober 2024 10:23

    • Jochie1962

      Lid sinds: 30 okt 2023

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 612

      Gegeven: 197

    •    Aantal posts: 1.088

    quote:

    egeltjemetstekel schreef op 14 oktober 2024 10:10:

    Ik hoorde iets over dat tsmc fabrieken in Europa wil gaan bouwen... Denk meteen van dat dat asml wel eens wat orders op kan leveren.
    Vanuit taiwan dan wat minder orders.
  16. forum rang 8 Hopper58 14 oktober 2024 10:27

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 3827

      Gegeven: 1539

    •    Aantal posts: 9.575

    Taiwan Semi (TSM) Expands into Europe to Fuel AI Chip Production
    Radhika Saraogi

    Oct 14, 2024, 10:12 AM

    Taiwan Semiconductor is expanding into Europe, targeting the rapidly growing AI market.

    Semiconductor giant Taiwan Semiconductor TSM +2.71% ? , or TSMC, is set to expand its footprint in Europe. According to Taiwan’s National Science and Technology Council Minister, Wu Cheng-wen, the company plans to open new chip manufacturing plants in the country. The news comes a month after the company revealed its plans to build its first chip plant in Europe to meet the growing demand for artificial intelligence (AI) chips.

    Importantly, the company has already begun construction of its first fabrication plant in Dresden, Germany. The company is investing €10 billion in the plant.

    What’s Driving TSMC’s European Expansion?

    It’s important to note that this expansion is partly driven by geopolitical factors. By strengthening its presence in Europe, TSMC seeks to reduce risks from escalating tensions between the U.S. and China, as well as between Taiwan and China. This move helps diversify operations and decrease reliance on any single region, creating a more resilient supply chain.

    Additionally, the growing demand for AI chips, particularly from U.S. tech giants NVIDIA NVDA >-0.01% ? and AMD AMD +2.26% ? , is a key driver of this expansion. These companies depend on TSMC’s advanced manufacturing capabilities to produce the powerful chips that power AI applications, further cementing TSMC’s industry leadership.

    www.tipranks.com/news/taiwan-semi-tsm...
  18. forum rang 5 Jochie1962 14 oktober 2024 10:41

    • Jochie1962

      Lid sinds: 30 okt 2023

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 612

      Gegeven: 197

    •    Aantal posts: 1.088

    Vraag: "In hoeverre kunnen ASML-machines nog mee ná de halfgeleider?"

    Copilot:
    ASML-machines, vooral die met extreme ultraviolet (EUV) lithografie, blijven een cruciale rol spelen in de productie van geavanceerde halfgeleiders.

    Naast halfgeleiders kunnen deze machines ook bijdragen aan andere technologieën en toepassingen:

    - Quantum Computing: EUV-lithografie kan helpen bij het produceren van de kleine en geavanceerde componenten die nodig zijn voor quantum computers

    - Nanotechnologie: De precisie van EUV-lithografie maakt het mogelijk om complexe nanostructuren te maken, die essentieel zijn voor verschillende toepassingen zoals sensorica en nieuwe materialen.

    - Biocomputing: De productie van geavanceerde halfgeleiders kan ook bijdragen aan de ontwikkeling van biocomputers door het creëren van kleine en efficiënte elektronische componenten.

    - 5G en Boven: De productie van chips die nodig zijn voor de volgende generaties van draadloze technologieën kan ook worden ondersteund door ASML-machines.

    Hoewel de focus van ASML momenteel ligt op halfgeleiders, zijn de mogelijkheden van hun technologie breed en kunnen ze een belangrijke rol spelen in verschillende toekomstige technologieën.
  19. forum rang 8 Hopper58 14 oktober 2024 10:45

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 3827

      Gegeven: 1539

    •    Aantal posts: 9.575

    ASML Holding NV: Strong Buy Rating on Impressive Growth and Market Dominance
    Howard Kim

    Oct 14, 2024, 10:26 AM

    DBS analyst Ling Lee Keng has maintained their bullish stance on 0QB8 stock, giving a Buy rating on October 11.

    Ling Lee Keng has given his Buy rating due to a combination of factors including ASML Holding NV’s impressive second quarter financial performance, which surpassed expectations in both revenue and net income. The surge in net bookings indicates a robust order book, forecasting a promising future for the company. Moreover, ASML’s monopoly in the semiconductor lithography market, particularly with a 100% share in the advanced Extreme Ultraviolet (EUV) technology, gives it a competitive advantage with high barriers to entry for potential competitors, ensuring strong bargaining power and sustained demand for its products.
    The de-globalization trend in semiconductor manufacturing, spurred by geopolitical shifts and legislation like the CHIPS Act in the US, is expected to increase capital expenditure on lithography machines. This is likely to benefit ASML in the long run, with the company targeting substantial revenue growth and high gross margins by 2025. Additionally, ASML’s impressive returns on invested capital demonstrate a history of effective capital deployment and innovation, which is expected to continue driving high return on investment. Despite potential risks from supply chain disruptions and geopolitical tensions, Ling Lee Keng’s outlook remains positive, underpinning his Buy rating for ASML Holding NV.

    Lee Keng covers the Technology sector, focusing on stocks such as Lam Research, Renesas Electronics, and Tokyo Electron. According to TipRanks, Lee Keng has an average return of 7.1% and a 43.84% success rate on recommended stocks.

    www.tipranks.com/news/blurbs/asml-hol...
29.986 Posts
Pagina: «« 1 ... 1019 1020 1021 1022 1023 ... 1500 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Belegger.nl

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.072
AB InBev 2 5.521
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.741
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 267
Accsys Technologies 23 10.753
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 191
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.754
Aedifica 3 918
Aegon 3.258 322.881
AFC Ajax 538 7.088
Affimed NV 2 6.297
ageas 5.844 109.895
Agfa-Gevaert 14 2.051
Ahold 3.538 74.341
Air France - KLM 1.025 35.082
AIRBUS 1 12
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.042
Alfen 16 24.931
Allfunds Group 4 1.482
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 406
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.822
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.837 243.386
AMG 971 133.699
AMS 3 73
Amsterdam Commodities 305 6.697
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 491
Antonov 22.632 153.605
Aperam 92 15.017
Apollo Alternative Assets 1 17
Apple 5 383
Arcadis 252 8.785
Arcelor Mittal 2.034 320.770
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.326
Aroundtown SA 1 219
Arrowhead Research 5 9.745
Ascencio 1 28
ASIT biotech 2 697
ASMI 4.108 39.268
ASML 1.766 108.099
ASR Nederland 21 4.502
ATAI Life Sciences 1 7
Atenor Group 1 509
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.687
Axsome Therapeutics 1 177
Azelis Group 1 64
Azerion 7 3.404