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• Gold Looks Better as Semiconductor Mania Mirrors January Precious Metals Risk But now, with the Semiconductor mania (I’ve released my final two positions, ASML and ALAB) in full swing , Semi (left) is gold (right) circa January, 2026....... blog.naver.com · 2026.06.26
• 4월23일 장전주요뉴스 sid=101 TSMC, ASML 최첨단 'High-NA EUV' 도입 2029년까지 보류…"너무 비싸다" https://www.bloomberg.com/news/articles/2026 -04-22/tsmc-says-asml-s-latest-chipmaking-gear-is-too-pricey-to-use SK하이닉스, 1분기 영업이익 37.6조…작년대비 405% blog.naver.com · 2026.04.22
• Focus: The ASML Way Marc Hijink, Focus: The ASML Way, Uitgeverij Balans, 2023 The book is divided into five parts, each presenting ASML—the Dutch semiconductor company—from a different angle. blog.naver.com · 2026.01.26
• ASML (ASML) Q1 2024 어닝콜 This is Skip Miller, Vice President of Investor Relations at ASML. The subject of today's call is ASML's 2024 first quarter results. blog.naver.com · 2024.04.19
• Monday assorted links - Marginal REVOLUTION “Manufacturers can’t produce leading-edge chips without the system, and “it is only made by the Dutch firm ASML,”” (NYT) 6. marginalrevolution.com · 2021.07.04