블로그
-
★ 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
-
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
-
Gold Looks Better as Semiconductor Mania Mirrors January Precious Metals Risk
So much so that I added puts on SLV (half expecting to get hammered) literally the day before the silver have been well aware of first the risk, and then the projected “multi-month” correction that tagged on
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. Part 1 focuses on ASML's founding.
blog.naver.com · 2026.01.26
-
[책리뷰] 반도체 초격차: ASML WAY 세계 반도체 업계의 '슈퍼 을', 마르크 헤잉크
책의 원제는 'Focus : the ASML way : inside the power struggle over the most complex machine on earth'.
blog.naver.com · 2025.08.30
-
ASML (ASML) Q1 2024 어닝콜
This is Skip Miller, Vice President of Investor Relations at ASML. Joining me today on the call are ASML's CEO, Peter Wennink; and our CFO, Roger Dassen; and our Chief
blog.naver.com · 2024.04.19
-
2022년 6월 22일 산업별 이슈
1.반도체 *Eric Schmidt Urges US to Lean on 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
blog.naver.com · 2022.06.22
