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• ★ 중국이, 노광장비로 알려진 자국산 DUV의 대량 생산을 시작하였다 (X 2026.7.27) 특히, 네덜란드 기업 ASML. China was heavily dependent on the Netherlands, specifically on the Dutch company ASML, for a....... blog.naver.com · 2026.07.28
• 첨단 칩 제조 기계에서, 중국 과학자들이 비밀의 일부를 풀었다 (X 2026.7.28) Chinese scientists have solved some of the secrets of making advanced chip machines, a US publication Shares of ASML, the Netherlands-based monopolist in that sector, fell 7%. blog.naver.com · 2026.07.29
• 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
• 실적발표 7월13일 ~ 7월 17일 7/14 (화) 역대급 동시 발표일 JPM JPMorgan Chase 장전 [핵심] 컨센 EPS $5.44~5.61 / 매출 $51.3B (+14.2% YoY) BAC Bank of ASML Holding 장전 [핵....... blog.naver.com · 2026.07.15
• Gold Looks Better as Semiconductor Mania Mirrors January Precious Metals Risk From the start of 2026, we have been well aware of first the risk, and then the projected “multi-month 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
• 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. A transcript of management's opening remarks and a replay of the ....... blog.naver.com · 2024.04.19