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De kogel is door de kerk. Gisteren werd bekend dat Intel een mega chip productie fabriek in Magdeburg Duitsland gaat bouwen. Werkgelegenheid voor 1000 mensen.www.mdr.de/nachrichten/sachsen-anhalt... Volgens Intel's IDM 2.0 strategie* kan je ervanuit gaan dat er ASML EUV machines zullen worden aangeschaft. *Meer over de IDM 2.0 strategie is te lezen op de INTEL website:www.intel.com/content/www/us/en/newsr...
PRESS RELEASE ASML publishes agenda Annual General Meeting 2022 Reappointment of Board of Management members and changes in Supervisory Board announced 01 / 05 VELDHOVEN, the Netherlands, March 15, 2022 ASML Holding NV (ASML) today publishes the agenda and the explanatory notes for the Annual General Meeting (AGM), which will be held on Friday, April 29, 2022, starting at 14:00 CET. The agenda with the explanatory notes and other meeting documents are available at www.asml.com/agm2022. www.asml.com/en/news/press-releases/2...
Intel Plans $19 Billion German Mega Factory in European Push Tue, March 15, 2022, 2:47 PM Bloomberg) -- Intel Corp. pledged to invest 17 billion euros ($18.7 billion) to build a cutting-edge semiconductor production site in Germany, marking the beginning of Europe’s ambitious attempt to lure global chipmakers back to the region. The Santa Clara, California-based company has committed to spend 33 billion euros in a number of European countries, part of a plan to devote 80 billion euros to the region over the next decade. France will become home to a new chip research center, and the company will expand its existing production site in Ireland. Intel also announced it is negotiating with Italy about opening a new packaging site.finance.yahoo.com/news/intel-plans-19...
En als aanvulling op bovenstaand bericht:www.theverge.com/2022/3/15/22978954/i...
US-China tech war: Chinese surveillance camera maker Hikvision to acquire second-hand ASML machine for chip production Hangzhou Hikvision Digital Technology, one of the world's largest suppliers of video surveillance cameras, plans to buy a second-hand lithography machine made by Dutch firm ASML Holding for its in-house chip manufacturing operation, according to a source familiar with the matter, marking a big move for the Chinese state-owned firm toward tech self-sufficiency amid US trade restrictions and a global semiconductor shortage.finance.yahoo.com/news/us-china-tech-...
@rene66 Non-news. China kan gewoon nieuwe machines kopen bij ASML, alleen geen EUV.
Mohandes schreef op 17 maart 2022 17:25 :
@rene66 Non-news. China kan gewoon nieuwe machines kopen bij ASML, alleen geen EUV.
@Mohandes, de VS heeft Hikvision op de zwarte lijst gezet, daardoor mag dit bedrijf geen machines ed kopen zonder toestemming van de VS. Klaarblijkelijk hebben ze geen toestemming van de VS om dit soort machines direct van ASML te kopen, dus kopen ze tweede hands machines. US adds Chinese surveillance giant Hikvision to trade blacklist Move bars companies and other entities from buying parts and components from US companies without US government approvalwww.scmp.com/news/china/article/30319...
Eens, had over het hoofd gezien dat het een geboycot spionage bedrijf was. De titel is misleidende stemmingmakerij. Dit heeft niks met de hitech China 'race' te maken, maar met mensenrechten. Sterker nog: dat ze 17 jaar oude machines van ASML willen kopen, laat alleen maar zien dat de Chinese leveranciers meer dan 17 jaar achter lopen. Goed nieuws dus ;-) M.
Goldman Sachs Upgraded ASML To Conviction Buy - Read Why Anusuya Lahiri, Benzinga Mar. 18, 2022, 06:24 AM Goldman Sachs analyst Alexander Duval upgraded ASML Holding NV (NASDAQ:ASML) to Conviction Buy from Buy with a €930 price target (57.20% upside). Duval sees ASML as a "core Digital Enabler" given its monopoly position on Extreme Ultraviolet Lithography. ASML's de-rating from 29-times price to expected 2025 earnings to 23-times despite improving orders and customer datapoints has created an improved risk-reward. ASML reported fourth-quarter FY21 revenue of €4.99 billion, up 17.2% Y/Y missing the consensus. The Q4 net bookings were €7.1 billion. ASML sees Q1 2022 net sales of €3.3 billion - €3.5 billion. Price Action: ASML shares closed higher by 0.53% at $654.10.
Neutraal-1 schreef op 18 maart 2022 19:04 :
Goldman Sachs Upgraded ASML To Conviction Buy - Read Why
Anusuya Lahiri, Benzinga
Mar. 18, 2022, 06:24 AM
Goldman Sachs analyst Alexander Duval upgraded ASML Holding NV (NASDAQ:ASML) to Conviction Buy from Buy with a €930 price target (57.20% upside).
Duval sees ASML as a "core Digital Enabler" given its monopoly position on Extreme Ultraviolet Lithography.
ASML's de-rating from 29-times price to expected 2025 earnings to 23-times despite improving orders and customer datapoints has created an improved risk-reward.
ASML reported fourth-quarter FY21 revenue of €4.99 billion, up 17.2% Y/Y missing the consensus. The Q4 net bookings were €7.1 billion.
ASML sees Q1 2022 net sales of €3.3 billion - €3.5 billion.
Price Action: ASML shares closed higher by 0.53% at $654.10.
Buy with a €930 price target (57.20% upside). Ze mogen van mij gerust naar 930€ gaan, mijn langlopende calls zullen er wel bij varen.
Micron blows away any worries about chip trouble; your new AI stock You can understand why, with Meta building gigantic data centers to run artificial intelligence, packed with tons of GPU chips from Nvidia and tons of solid-state drives from Pure Storage. This is a decade-long trend of rising data center construction and expansion, Mehrotra said this evening. Those GPUs need DRAM chips like the kind Micron makes, and the solid-state drives need NAND flash chips like the kind Micron makes. www.thetechnologyletter.com/the-posts...
Intel Marks Grand Opening of $3B Factory Expansion in Oregon Intel today celebrated the grand opening of the latest expansion of D1X, its leading-edge factory in Hillsboro, Oregon. In a ribbon-cutting ceremony attended by senior government officials and community leaders, Intel CEO Pat Gelsinger highlighted the company’s positive impact in Oregon and reiterated its commitment to U.S. leadership in semiconductor research and development (R&D)www.intel.com/content/www/us/en/newsr... www.youtube.com/watch?v=tNiy93XBCvo
Als (!) de markt weer een keer terug keert naar de mind set van 2020 en 2021 dan spuit ASML de pan uit .... :-)
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1 jun 2023 17:38
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