Ontvang nu dagelijks onze kooptips!

word abonnee
IEX 25 jaar desktop iconMarkt Monitor

Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
676,100   -2,200   (-0,32%) Dagrange 674,200 - 681,600 154.505   Gem. (3M) 743,8K

ASML 2024

28.631 Posts
Pagina: «« 1 ... 961 962 963 964 965 ... 1432 »» | Laatste | Omlaag ↓
  1. forum rang 6 Inion 26 september 2024 10:16
    quote:

    Mike O. schreef op 26 september 2024 10:08:

    [...]
    Ik lees:"Is EUV wel nodig voor produceren DRAM". Of beter:"vergroot DRAM produceren met EUV wel de winstgevemdheid ?"
    "Sources cited by the report indicate that Samsung and SK hynix are both targeting to apply 4F2 for DRAM at the 10nm node and beyond. According to Seo, by applying VG or the 3D DRAM structure, the cost of the EUV processes can be reduced by half."
  2. forum rang 4 Mike O. 26 september 2024 10:17
    quote:

    Inion schreef op 26 september 2024 10:16:

    [...]

    "Sources cited by the report indicate that Samsung and SK hynix are both targeting to apply 4F2 for DRAM at the 10nm node and beyond. According to Seo, by applying VG or the 3D DRAM structure, the cost of the EUV processes can be reduced by half."
    Duidelijk.
  3. forum rang 4 Calimero 26 september 2024 10:33
    25 sept

    Julia Clues (FYI)

    Artificial Intelligence (AI) leads us into an uncertain and dangerous future.

    Artificial Intelligence (AI), once a realm of futuristic optimism, now looms over society with a dark potential that threatens to destabilize economies, erode human autonomy, and undermine fundamental ethical principles. The relentless advancement of AI, driven by corporate greed and governmental competition, has outpaced the ethical frameworks meant to guide its development. This has created a Wild West of unregulated innovation, with companies racing to deploy powerful, untested AI systems in everything from healthcare and finance to warfare.

    One of the most immediate dangers of AI is the potential for widespread job displacement. As AI-driven automation advances, millions of jobs, from manufacturing to knowledge-based professions, are at risk. This rapid upheaval in the labor market could create a new class of economic underclass, exacerbating inequality and fueling societal unrest. The so-called "AI revolution" risks becoming a revolution for the few—a consolidation of wealth and power in the hands of tech giants, while ordinary workers face unemployment and obsolescence.

    Even more alarming is the threat AI poses to privacy and human agency. The increasing deployment of AI surveillance technologies in cities, workplaces, and even our personal devices enables unprecedented levels of monitoring and data collection. Governments and corporations can now track our every move, predict our behavior, and manipulate our decisions with sophisticated algorithms. The rise of facial recognition and predictive policing systems, for instance, has already led to biased outcomes, disproportionately targeting marginalized communities. As AI systems become more autonomous, individuals lose control over their own data and lives, ceding power to opaque algorithms with little to no accountability.

    Moreover, AI's expansion into military applications signals a potential catastrophe. Autonomous weapons—machines that can select and eliminate targets without human intervention—represent a terrifying escalation in warfare. These systems can act faster than human decision-makers, reducing the time available to avoid catastrophic mistakes. The race to develop AI-powered weapons could trigger an arms race between nations, increasing the likelihood of unintended conflicts or even AI-driven warfare, where the consequences are too vast for humans to fully control or mitigate.

    Lastly, the unchecked development of AI risks creating systems that we, as humans, no longer understand or can control. As AI systems become more complex, they may develop goals and behaviors misaligned with human values. Even seemingly benign AI systems, if misprogrammed or poorly understood, could lead to catastrophic consequences—whether by destabilizing financial markets, reinforcing harmful biases, or accidentally triggering unintended global crises.

    In the rush to embrace AI, society risks building tools we do not fully understand and cannot completely control. AI, which promises convenience and progress, may instead usher in an era of deep inequality, widespread surveillance, autonomous warfare, and a loss of human agency. Without stringent oversight, ethical guidelines, and global cooperation, AI may ultimately threaten the very fabric of society, leading us into an uncertain and dangerous future.
  4. forum rang 8 Hopper58 26 september 2024 10:46
    quote:

    Inion schreef op 26 september 2024 10:16:

    [...]

    "Sources cited by the report indicate that Samsung and SK hynix are both targeting to apply 4F2 for DRAM at the 10nm node and beyond. According to Seo, by applying VG or the 3D DRAM structure, the cost of the EUV processes can be reduced by half."
    Ja dus maar de helft van de EUV machines nodig. Of oudere versies i.p.v. de duurdere modernste versie.
  5. forum rang 6 Inion 26 september 2024 10:49
    quote:

    Hopper58 schreef op 26 september 2024 10:46:

    [...]

    Ja dus maar de helft van de EUV machines nodig. Of oudere versies i.p.v. de duurdere modernste versie.
    Dat staat er niet. ;-)

    Lees ook, dat die 3D stapel-techniek veel hogere eisen stelt aan de precisie. Daar zijn toch echt EUV-machines voor nodig. Lukt niet met DUV.
  6. Arthur S 26 september 2024 10:51
    Ik beweerde laatst; Bij een stijging van 3% zakt het weer terug en adviseerde te verkopen na een stijging van 3% voordat de kwartaalcijfers kwamen. Zelf heb ik zo tot 2 keer toe een ritje gemaakt van 708 tot 731 en van 710 tot 730,8. Achteraf gezien te snel verkocht dus. Excuses voor dit advies van anderhalve week geleden. Na de Chinese maatregelen en de ontwikkelingen in de chipssector op de beurs de laatste tijd is de koers van ASML (helaas voor mij, want ik heb verkocht) wellicht terecht weer opgelopen.
  7. forum rang 4 Mike O. 26 september 2024 10:56
    quote:

    Arthur S schreef op 26 september 2024 10:51:

    Ik beweerde laatst; Bij een stijging van 3% zakt het weer terug en adviseerde te verkopen na een stijging van 3% voordat de kwartaalcijfers kwamen. Zelf heb ik zo tot 2 keer toe een ritje gemaakt van 708 tot 731 en van 710 tot 730,8. Achteraf gezien te snel verkocht dus. Excuses voor dit advies van anderhalve week geleden. Na de Chinese maatregelen en de ontwikkelingen in de chipssector op de beurs de laatste tijd is de koers van ASML (helaas voor mij, want ik heb verkocht) wellicht terecht weer opgelopen.
    Excuses wat mij betreft overbodig. Iedereen neemt zijn eigen beslissingen. Als deze gebaseerd zijn op het advies van een ander, is ook dat je eigen beslissing.
  8. gerrit graaier 26 september 2024 11:01
    quote:

    Arthur S schreef op 26 september 2024 10:51:

    Ik beweerde laatst; Bij een stijging van 3% zakt het weer terug en adviseerde te verkopen na een stijging van 3% voordat de kwartaalcijfers kwamen. Zelf heb ik zo tot 2 keer toe een ritje gemaakt van 708 tot 731 en van 710 tot 730,8. Achteraf gezien te snel verkocht dus. Excuses voor dit advies van anderhalve week geleden. Na de Chinese maatregelen en de ontwikkelingen in de chipssector op de beurs de laatste tijd is de koers van ASML (helaas voor mij, want ik heb verkocht) wellicht terecht weer opgelopen.
    Ik heb recent obv openings-, max-, min- en slotdagkoersen een rekenvoorbeeldje/simulatie gemaakt voor mijzelf om te zien of er een strategie is waarbij je vanaf een bepaald moment verkoopt en weer terugkoopt om zo de volatiliteit in de markt te kunnen benutten. Uiteindelijk bleek in deze 'simulatie' dat er altijd een verliesmoment optreed waarbij het idee van hoog verkopen en laag instappen mis gaat. Ik wil hiermee niet zeggen dat men het niet moet doen, of het niet in veel gevallen juist wel zou kunnen, maar dat timing voor een groot deel afhangt van geluk en marktomstandigheden en niet zondermeer toepasbaar is. Het gaat een keer fout, en meestal sneller dan je verwacht.

    Blijven zitten en volatiliteit voor lief nemen is dan vaak beter.
  9. forum rang 6 Inion 26 september 2024 11:02
    quote:

    Hopper58 schreef op 26 september 2024 10:50:

    Hier zou het ergens te vinden zijn ?:

    news.skhynix.com/sk-hynix-presents-ex...
    Zie een opsomming van de soorten memory, die ze maken of willen gaan maken. Over de technieken, die ze daarvoor gebruiken rept het artikel met geen woord.
  10. forum rang 4 LexKalin 26 september 2024 11:02
    quote:

    Arthur S schreef op 26 september 2024 10:51:

    Ik beweerde laatst; Bij een stijging van 3% zakt het weer terug en adviseerde te verkopen na een stijging van 3% voordat de kwartaalcijfers kwamen. Zelf heb ik zo tot 2 keer toe een ritje gemaakt van 708 tot 731 en van 710 tot 730,8. Achteraf gezien te snel verkocht dus. Excuses voor dit advies van anderhalve week geleden. Na de Chinese maatregelen en de ontwikkelingen in de chipssector op de beurs de laatste tijd is de koers van ASML (helaas voor mij, want ik heb verkocht) wellicht terecht weer opgelopen.
    Niks garandeert dat het naar deze stijging niet weer omlaag gaat. Als je op plus staat is het minder riscant te verkopen, maar als je al in het min zit is het zinniger af te wachten mijns inziens (vermoedend dat iemand op een lager prijs later wil instappen).
  11. ifsixwasnine 26 september 2024 11:13
    quote:

    LexKalin schreef op 26 september 2024 11:02:

    [...]

    Niks garandeert dat het naar deze stijging niet weer omlaag gaat. Als je op plus staat is het minder riscant te verkopen, maar als je al in het min zit is het zinniger af te wachten mijns inziens (vermoedend dat iemand op een lager prijs later wil instappen).
    Koers winst verhouding is historisch laag. Is nog steeds mooi instapmoment imo.
  12. forum rang 4 Calimero 26 september 2024 11:16
    25 Sept

    Jane Wordier (Wankers)

    EUV: sinking piles of cash in the hopes to push Moore's law forward.

    EUV (Extreme Ultraviolet) technology, heralded as the future of semiconductor manufacturing, is often presented as a revolution that enables chipmakers to push Moore’s Law forward by shrinking transistors and packing more power into smaller spaces. However, behind the sleek marketing and optimistic projections lies a complex web of challenges that question its viability and long-term sustainability.

    First and foremost, EUV lithography is astronomically expensive. ASML, the sole manufacturer of EUV machines, charges hundreds of millions of dollars per machine. The extreme cost of acquiring, maintaining, and operating these machines creates an enormous financial burden on semiconductor companies, limiting access primarily to industry giants with deep pockets. Smaller players are effectively shut out, exacerbating the already vast economic disparities within the tech world. The dependency on a single supplier also introduces a critical bottleneck in the global supply chain, making the entire industry vulnerable to geopolitical tensions, technical failures, or supply disruptions at ASML.

    Furthermore, the complexity of EUV lithography makes it a highly unstable technology. Unlike older lithographic techniques, EUV relies on light at a wavelength of just 13.5 nanometers, an incredibly narrow band that presents a multitude of technical challenges. The high-energy photons used in EUV generate enormous amounts of heat, which can cause damage to both the machines and the wafers being processed. Maintaining stable conditions for such an advanced process is extraordinarily difficult, often leading to low yield rates, where a significant portion of the chips produced are defective. This not only drives up costs but also undermines the reliability and scalability of the technology.

    Beyond the technical hurdles, EUV technology is deeply unsustainable from an environmental perspective. The machines consume vast amounts of energy, dwarfing the power requirements of previous-generation lithographic techniques. In an era when the tech industry is under growing scrutiny for its carbon footprint, the environmental costs of EUV cannot be ignored. The enormous energy consumption, coupled with the production of waste heat, makes EUV a highly resource-intensive process, raising critical questions about its environmental impact as it scales up in production.

    Moreover, despite years of research and development, EUV is still plagued by fundamental limitations that threaten to curtail its long-term potential. The technology is incredibly delicate, requiring hyper-clean environments and precise calibration, which makes it difficult to ramp up production at the levels needed to meet growing global demand for semiconductors. This fragile process leaves little room for error, meaning any unexpected deviation could result in catastrophic production delays or yield losses. In a world that increasingly relies on fast, consistent chip production for everything from smartphones to AI systems, such instability is a ticking time bomb.

    Perhaps the most critical issue, however, is the overestimation of EUV’s ability to prolong Moore’s Law. The assumption that EUV will indefinitely allow chipmakers to keep shrinking transistors is a flawed one. Physics itself sets hard limits on how much smaller transistors can get before quantum effects and leakage currents render further miniaturization impractical. As these physical boundaries are approached, the incremental benefits of EUV will diminish, eventually plateauing while the costs continue to rise.

    EUV technology, though innovative, comes with a host of economic, technical, environmental, and scalability challenges that could ultimately limit its widespread adoption. Instead of being the panacea it’s marketed as, it may become a costly dead-end, squeezing smaller companies out of the market while delivering diminishing returns for those who can afford to invest in it. The obsession with pushing Moore’s Law through EUV may ultimately lead to a disappointing reckoning for the semiconductor industry, forcing it to confront the hard realities of physics and economics after billions have already been sunk into the technology.
  13. ifsixwasnine 26 september 2024 11:21
    quote:

    Altijd gelijk schreef op 26 september 2024 11:16:

    25 Sept

    Jane Wordier (Wankers)

    EUV: sinking piles of cash in the hopes to push Moore's law forward.

    EUV (Extreme Ultraviolet) technology, heralded as the future of semiconductor manufacturing, is often presented as a revolution that enables chipmakers to push Moore’s Law forward by shrinking transistors and packing more power into smaller spaces. However, behind the sleek marketing and optimistic projections lies a complex web of challenges that question its viability and long-term sustainability.

    First and foremost, EUV lithography is astronomically expensive. ASML, the sole manufacturer of EUV machines, charges hundreds of millions of dollars per machine. The extreme cost of acquiring, maintaining, and operating these machines creates an enormous financial burden on semiconductor companies, limiting access primarily to industry giants with deep pockets. Smaller players are effectively shut out, exacerbating the already vast economic disparities within the tech world. The dependency on a single supplier also introduces a critical bottleneck in the global supply chain, making the entire industry vulnerable to geopolitical tensions, technical failures, or supply disruptions at ASML.

    Furthermore, the complexity of EUV lithography makes it a highly unstable technology. Unlike older lithographic techniques, EUV relies on light at a wavelength of just 13.5 nanometers, an incredibly narrow band that presents a multitude of technical challenges. The high-energy photons used in EUV generate enormous amounts of heat, which can cause damage to both the machines and the wafers being processed. Maintaining stable conditions for such an advanced process is extraordinarily difficult, often leading to low yield rates, where a significant portion of the chips produced are defective. This not only drives up costs but also undermines the reliability and scalability of the technology.

    Beyond the technical hurdles, EUV technology is deeply unsustainable from an environmental perspective. The machines consume vast amounts of energy, dwarfing the power requirements of previous-generation lithographic techniques. In an era when the tech industry is under growing scrutiny for its carbon footprint, the environmental costs of EUV cannot be ignored. The enormous energy consumption, coupled with the production of waste heat, makes EUV a highly resource-intensive process, raising critical questions about its environmental impact as it scales up in production.

    Moreover, despite years of research and development, EUV is still plagued by fundamental limitations that threaten to curtail its long-term potential. The technology is incredibly delicate, requiring hyper-clean environments and precise calibration, which makes it difficult to ramp up production at the levels needed to meet growing global demand for semiconductors. This fragile process leaves little room for error, meaning any unexpected deviation could result in catastrophic production delays or yield losses. In a world that increasingly relies on fast, consistent chip production for everything from smartphones to AI systems, such instability is a ticking time bomb.

    Perhaps the most critical issue, however, is the overestimation of EUV’s ability to prolong Moore’s Law. The assumption that EUV will indefinitely allow chipmakers to keep shrinking transistors is a flawed one. Physics itself sets hard limits on how much smaller transistors can get before quantum effects and leakage currents render further miniaturization impractical. As these physical boundaries are approached, the incremental benefits of EUV will diminish, eventually plateauing while the costs continue to rise.

    EUV technology, though innovative, comes with a host of economic, technical, environmental, and scalability challenges that could ultimately limit its widespread adoption. Instead of being the panacea it’s marketed as, it may become a costly dead-end, squeezing smaller companies out of the market while delivering diminishing returns for those who can afford to invest in it. The obsession with pushing Moore’s Law through EUV may ultimately lead to a disappointing reckoning for the semiconductor industry, forcing it to confront the hard realities of physics and economics after billions have already been sunk into the technology.
    Op google bestaat Jane wordier niet. Wankers betekent imo dat dit verhaal niet serieus is.
  14. Digital 26 september 2024 11:28
    quote:

    Altijd gelijk schreef op 26 september 2024 10:33:

    25 sept

    Julia Clues (FYI)

    Artificial Intelligence (AI) leads us into an uncertain and dangerous future.

    Artificial Intelligence (AI), once a realm of futuristic optimism, now looms over society with a dark potential that threatens to destabilize economies, erode human autonomy, and undermine fundamental ethical principles. The relentless advancement of AI, driven by corporate greed and governmental competition, has outpaced the ethical frameworks meant to guide its development. This has created a Wild West of unregulated innovation, with companies racing to deploy powerful, untested AI systems in everything from healthcare and finance to warfare.
    De gevaren van AI zijn overbekend, doemdenken hoort daar ook bij.
  15. forum rang 5 Lieutenant Price 26 september 2024 11:37
    quote:

    Hopper58 schreef op 26 september 2024 11:28:

    Hebben jullie ook dat de reclame langs beide zijdes van het scherm de tekst begint te overlappen zodat het heel moeilijk wordt de posts te lezen. Google wordt blijkbaar steeds agressiever. Ik hoor dat ook over Meta: schijnt echt niet meer aangenaam te zijn.
    Ik heb last van die irritante pop up over een enquete! Ik heb hem zelfs al ingevuld en nog steeds krijg ik die pop up elke keer als ik van pagina verander.
28.631 Posts
Pagina: «« 1 ... 961 962 963 964 965 ... 1432 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.