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Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
621,200   -3,500   (-0,56%) Dagrange 613,900 - 637,200 308.706   Gem. (3M) 670,3K

ASML 2024

24.624 Posts
Pagina: «« 1 ... 958 959 960 961 962 ... 1232 »» | Laatste | Omlaag ↓
  1. forum rang 4 Lieutenant Price 25 september 2024 22:17
    Micron forecasts upbeat quarterly revenue on memory chips demand


    "(Reuters) -Micron Technology forecast first-quarter revenue above market estimates on Wednesday, betting on strong demand for its high bandwidth memory (HBM) chips used by the AI industry.

    The company's shares rose 10% in after-hours trading.

    Micron is one of the only three providers of HBM chips along with South Korea's SK Hynix and Samsung, which has allowed the U.S. firm to cash in on demand for semiconductors that help power generative AI technology.

    The AI boom has also helped Micron cushion the hit from a memory chip inventory glut in PC and smartphone markets.

    The company's results typically set the tone for the chip sector as it reports ahead of peers and serves a broad client base spanning the PC, data center and smartphone industries.

    Micron said in June its HBM chips were sold out for the 2024 and 2025 calendar years. The chips are used in the AI processors designed by Wall Street darling Nvidia.

    Micron said it expects revenue of $8.70 billion, plus or minus $200 million, for the first quarter, compared with estimates of $8.28 billion, according to LSEG data."

    finance.yahoo.com/news/micron-forecas...

    Micron Technology, Inc. (MU) 106.29 +10.52 (+10.98%) After hours: 4:15 PM EDT

    ASML Holding N.V. (ASML) 838.00 +19.82 (+2.42%) After hours: 4:16 PM EDT
  2. LexKalin 25 september 2024 22:31
    quote:

    Akwaba schreef op 25 september 2024 22:22:

    [...]

    Maar die moat betaal je ook niet, er zijn inderdaad concurrenten maar de vraag door AI, wordt zo groot dat de taart groot genoeg is
    Klopt, maar daarom ook is geen set and forget aandeel in mijn ogen. Goed voor de upside gezien waar het staat.
  3. Akwaba 25 september 2024 22:38
    quote:

    LexKalin schreef op 25 september 2024 22:31:

    [...]

    Klopt, maar daarom ook is geen set and forget aandeel in mijn ogen. Goed voor de upside gezien waar het staat.
    Dat klopt, maar uiteindelijk moet ik al mijn schapen in de wei goed in de gaten houden....voor ASML en NVIDIA ligt het momenteel inderdaad makkelijker....
  4. forum rang 8 Hopper58 26 september 2024 07:25
    quote:

    Hopper58 schreef op 25 september 2024 23:54:

    In de presentatie van Micron Technology bij de earnings call (onder technologie p.5):

    'Our 1-gamma DRAM pilot production using extreme ultraviolet (EUV)
    lithography is progressing well, and we are on track for volume production in
    calendar 2025.'
    Ter herinnering in het overzicht van nieuwe productiecapaciteiten:

    Micron Technology In October 2022, Micron said it planned to invest up to $100 billion over the next 20-plus years to build a computer chip factory complex
    in upstate New York. The company also announced a $15 billion factory
    in Boise, Idaho in September.
24.624 Posts
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