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• "ASML의 2004년 수준"... 중국 반도체 노광 장비 자립의 높은 벽과 현주소 간단 브리핑 이 글은 tom's Hardware의 "China's EUV technology 'at a similar stage to ASML in 2004,' analyst claims"을 blog.naver.com · 2026.09.04
• ASML Holding NV PT Raised to EUR2,000 at Goldman Sachs Goldman Sachs analysts raised the price target on ASML Holding NV (NA) (ASML) to EUR2,000.00 (from EUR1,770.00 The analysts comment: “ASML will report its 2Q26 earnings on July 15, and we update our estimates to blog.naver.com · 2026.07.02
• 첨단 칩 제조 기계에서, 중국 과학자들이 비밀의 일부를 풀었다 (X 2026.7.28) Shares of ASML, the Netherlands-based monopolist in that sector, fell 7%. blog.naver.com · 2026.07.29
• Gold Looks Better as Semiconductor Mania Mirrors January Precious Metals Risk Risk in gold, the miners and especially silver was nosebleed high back in January. But now, with the Semiconductor mania (I’ve released my final two positions, ASML and ALAB) in full swing blog.naver.com · 2026.06.26
• 메모리 가격 언제 꺾일까? 이 경우 어떻게 대응해야 할까. 1) 장비주 저가 매수 (LRCX, AMAT, ASML, 일본소부장 등 저가매수) 2) 中반도체 ETF 조정시 매수 3) 빅테크 하이퍼스케일러 비중확대 4) 닉스 마이크론은 비중조절, 전자는 중립 Elon Musk, Tim Cook share warning on new crisis in America blog.naver.com · 2026.06.29
• Focus: The ASML Way ASML—the Dutch semiconductor company—from a different angle. Parts 4 and 5 place ASML at the center of geopolitical tensions and explain why top decision-makers in blog.naver.com · 2026.01.26
• ASML (ASML) Q1 2024 어닝콜 This is Skip Miller, Vice President of Investor Relations at ASML. The length of this call will be 60 minutes and questions will take in the order that they are received blog.naver.com · 2024.04.19
• 2022년 6월 22일 산업별 이슈 TSMC, Samsung for Chip Security - link: https://bloom.bg/3OuRi9B *TSMC says it will have advanced ASML chipmaking tool in 2024 - link: https://reut.rs/3NaYXcd *Taiwan foundries to see fab utilization rates blog.naver.com · 2022.06.22