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Pelham Smithers
  • Pelham Smithers

PSA: Semiconductors / SPE: Disco (6146 JT) - Enjoying Its Near-Monopol...

PSA: Semiconductors / SPE: Disco (6146 JT) - Enjoying Its Near-Monopoly Disco's performance has improved due to better gross margins and sales growth. The company expects continued growth in revenue and gross profit, despite some challenges. Future growth is anticipated in the AI chip and SiC markets.

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a b...

Today, we are publishing the Memory section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. DRAM COGS increased 7% QoQ, with HBM up 65%, accounting for virtually all the growth. HBM demand remains strong, with revenues expected to more than double in 2025. The non-datacenter outlook is still blea...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value10-Mar-25100,368€645.77€64,814,48311-Mar-25101,616€637.84€64,814,74912-Mar-25100,883€642.47€64,814,45213-Mar-25100,469€645.12€64,814,26014-Mar-2599,168€653.59€64,814,787 ASML’s current share buyback program was announced on 10 November 2022, and d...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE marke...

Today, we are publishing the Semicap Equipment section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Semicap equipment revenues were up 10% QoQ with non-Chinese spending recovering and Chinese spending beginning to decline. Vendors expect Chinese spending to decline significantly in 2025 but st...

 PRESS RELEASE

ASML and imec sign strategic partnership agreement to support semicond...

ASML and imec sign strategic partnership agreement to support semiconductor research and sustainable innovation in Europe ASML and imec sign strategic partnership agreement to support semiconductor research and sustainable innovation in Europe Veldhoven (the Netherlands) and Leuven (Belgium), March 11, 2025 – ASML Holding N.V. (ASML) and imec, a leading research and innovation hub in nanoelectronics and digital technologies, today announce that they have signed a new strategic partnership agreement, focusing on research and sustainability. The agreement has a duration of five years and ...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value03-Mar-2594,384€686.71€64,814,72904-Mar-2596,959€668.47€64,814,53205-Mar-2595,585€678.08€64,814,31506-Mar-2596,822€669.42€64,814,33207-Mar-2596,490€671.72€64,814,215 ASML’s current share buyback program was announced on 10 November 2022, and detai...

 PRESS RELEASE

ASML publishes agenda Annual General Meeting 2025

ASML publishes agenda Annual General Meeting 2025 ASML publishes agenda Annual General Meeting 2025Nomination Karien van Gennip as new member of the Supervisory Board  VELDHOVEN, the Netherlands, March 5, 2025 – Today, ASML Holding NV (ASML) has published the agenda for the 2025 Annual General Meeting (AGM) which will be held in ASML’s TWINSCAN Auditorium in Veldhoven on Wednesday, on April 23, 2025, starting at 10:00 CET. The AGM will be organized in a hybrid format. Shareholders may attend the AGM in person or virtually. The agenda with the explanatory notes and other meeting document...

 PRESS RELEASE

ASML publishes 2024 Annual Reports

ASML publishes 2024 Annual Reports ASML publishes 2024 Annual ReportsSustainability statements reported in accordance with the ESRS for the first time  VELDHOVEN, the Netherlands, March 5, 2025 – Today, ASML Holding NV (ASML) has published its 2024 Annual Reports. The 2024 Annual Reports ('Powering technology forward with you') highlight ASML’s commitment to bring technology forward by developing the tools that enable faster, more powerful and energy-efficient microchips, allowing our customers to address some of society’s biggest challenges. Our ongoing innovation relies on strong partne...

Pierre FerraguÊ ... (+2)
  • Pierre FerraguÊ
  • Rolf Bulk

Tokyo Electron’s 2025 CMD: What did we learn?

Tokyo Electron hosted its 2025 CMD. For a summary of our main takeaways, please follow the link below.

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value24-Feb-2591,292€709.97€64,814,78225-Feb-2593,211€695.35€64,814,67026-Feb-2591,490€708.43€64,814,54427-Feb-2591,540€708.04€64,814,43028-Feb-2595,205€680.79€64,814,783 ASML’s current share buyback program was announced on 10 November 2022, and detai...

Guy Sips ... (+5)
  • Guy Sips
  • Jacob Mekhael
  • Thibault Leneeuw
  • Thomas Vranken
  • Wim Hoste
Research Department
  • Research Department

INFORME DIARIO 25 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GREENING, ROVI, TALGO, TELEFÓNICA. EUROPA: ASML. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’24 que se publicarán en España y Europa en los próximos días. EE.UU. arrastra a Europa Pese a la reacción positiva inicial de las bolsas europeas al resultado de las elecciones alemanas, la jornada fue de más ...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value17-Feb-2589,290€725.89€64,814,74518-Feb-2589,696€722.60€64,814,50019-Feb-2590,675€714.80€64,814,21820-Feb-2590,498€716.20€64,814,49621-Feb-2591,095€711.50€64,814,229 ASML’s current share buyback program was announced on 10 November 2022, and detai...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value10-Feb-2590,797713.8464,814,66711-Feb-2589,734722.2964,814,41112-Feb-2590,383717.1164,814,19213-Feb-2589,036727.9664,814,33514-Feb-2587,862737.6964,814,523 ASML’s current share buyback program was announced on 10 November 2022, and details are ava...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value03-Feb-2592,077703.9264,814,41804-Feb-2591,078711.6364,814,28305-Feb-2592,345701.8764,814,45306-Feb-2591,127711.2564,814,36107-Feb-2591,272710.1364,814,639 ASML’s current share buyback program was announced on 10 November 2022, and details are ava...

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