Bluesky ยท Hashtag

#$ASML

52
posts ยท 30d
32
users
2
posts / day
1.6
posts / user
-95% vs last week

#$ASML is an active hashtag on Bluesky. In the last 30 days, 32 people shared 52 posts with it โ€” around 2 a day. Activity is down 95% versus the previous week, peaking on Jul 15 with 11 posts.

#$ASML posts per day (last 30 days)

Posts with #$ASML

Keubiko ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿณ๏ธโ€๐ŸŒˆ๐Ÿณ๏ธโ€โšง๏ธ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ’ช
@keubiko.bsky.social
4 months ago
Musk can't get SOTA $ASML EUV for TeraFab (sold out), so is relying on a new unproven Intel Hail Mary - Gallium Nitride. Going to use old ASML DUV gear to Frankenstein silicon onto GaN. It's a yield nightmare. Even if it works, GaN natively traps heat and chokes at extreme AI speeds. Battery Day 2.0
6 2 29
Keubiko ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿณ๏ธโ€๐ŸŒˆ๐Ÿณ๏ธโ€โšง๏ธ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ’ช
@keubiko.bsky.social
12 days ago
Congrats to the Chinese DUV company that reportedly might be able to make some state of the art 28nm lithography machines. Well, state of the art in 16 years ago, but still. $ASML
3 1 20
Umit Singh Dhuga
@usdhuga.bsky.social
6 months ago
$ASML earnings: โ€œbookings in the fourth quarter were a record โ‚ฌ13.2 billion ($16.1 billion). That compares with an average analyst estimate of โ‚ฌ6.85 billion, according to data compiled by Bloomberg.โ€ Gift link ๐ŸŽ www.bloomberg.com/news/arโ€ฆ.
ASMLโ€™s Record Orders Beat Estimates as AI Spending Spurs Demand

www.bloomberg.com

ASMLโ€™s Record Orders Beat Estimates as AI Spending Spurs Demand

ASML Holding NVโ€™s orders in the fourth quarter exceeded analystsโ€™ expectations, as the rapid development of artificial intelligence infrastructure boosted demand for its cutting-edge chip-making machi...

2 1 6
Umit Singh Dhuga
@usdhuga.bsky.social
over 1 year ago
#$ASML call this AM underscores this earnings seasonโ€™s theme: how to quantify tariffs? See @quartr.com for Boolean comps ASML reported orders for the 1st quarter were almost โ‚ฌ1bn euros less than expected โ€” and warned that it does not know how to quantify the impact from recent tariff announcements.
0 0 5
midgardfinance.com
@midgardfinance.com
about 2 months ago
Which European companies out-invest everyone else on R&D? (% of revenue) ๐Ÿ‡ซ๐Ÿ‡ฎ $NOKIA 23% ๐Ÿ‡ธ๐Ÿ‡ช $ERIC 20% ๐Ÿ‡ฉ๐Ÿ‡ช $SAP 18% ๐Ÿ‡ซ๐Ÿ‡ท $SAN 18% ๐Ÿ‡ฉ๐Ÿ‡ฐ $NOVO 17% ๐Ÿ‡ณ๐Ÿ‡ฑ $ASML 14% Telecoms, pharma and chips lead Europe's research spend. On this measure all six out-invest Microsoft, Apple and Nvidia. #stocks #Europe
Horizontal cyan bar chart on a dark background titled "EU27: who spends most on R&D". The x-axis is research & development spending as a percentage of revenue, from 0 to about 25%. Thirteen EU27 large-cap companies are shown, largest at the top, each labelled with its country:

Nokia (Finland) 23%, Ericsson (Sweden) 20%, SAP (Germany) 18%, Sanofi (France) 18%, Aumovio (Germany) 17%, STMicro (Netherlands) 17%, Novo Nordisk (Denmark) 17%, Infineon (Germany) 16%, ASML (Netherlands) 14%, Bayer (Germany) 13%, Merck KGaA (Germany) 11%, Valeo (France) 11% and Philips (Netherlands) 10%.

Telecom-equipment makers, pharma and semiconductor names dominate Europe's R&D intensity. Footer reads "midgardfinance.com".
0 2 5

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