2026-02-12
$MU: “HBM4 shipments have started. Capacity is ramping well. HBM4 delivers over 11 gigabits per second speeds.” [image]
Bloomberg
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
2025-04-16
ASML's Q1 bookings are again fairly sluggish at EUR 3.9 billion - The company maintains their growth outlook but we won't get there with this level of order flow. For example, the market is looking for EUR 36 billion in revenues in '26, however, orders have been averaging around [image]
CNBC
ASML reports Q1 net sales up 46% YoY to €7.74B, vs. €7.8B est., a €2.36B net profit, €3.94B net bookings, below €4.89B est., and warns of tariff uncertainty
Dutch semiconductor equipment giant ASML on Wednesday missed order expectations and said that uncertainty …
2025-01-30
Zuckerberg on DeepSeek: - Doesn't think that overall AI compute demand necessarily will go down. While efficiencies are being made in pre-training, more compute is needed at inference time. - Sees the buildout in AI capex as a strategic advantage [image]
Meta
Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.
2024-01-24
Record quarterly bookings for $ASML driven by record memory bookings, logic also bouncing back, shares up 7%. ASML CEO: “The semiconductor industry continues to work through the bottom of the cycle. Although our customers are still not certain about the shape of the... [image]
Reuters
ASML reports Q4 revenue of €7.2B and net profit up 9% YoY to €2B, both above est., orders grew 3x QoQ to €9B+, and expects 2024 net sales to be similar to 2023
ASML Holding NV (ASML.AS), Europe's biggest technology company by market value, on Wednesday reported better …