ASML Holding ASML delivered a solid first-quarter fiscal 2025, posting €7.74 billion in net sales, up 46.4% year over year and came within management’s guidance range of €7.5-€8 billion. Buoyed by ...
Order Backlog and Visibility: Investors will focus on whether AI-related orders are converting into revenue or remain back-half weighted. Segment Mix: Strength or weakness in memory vs. logic/foundry ...
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Will EUV adoption in logic and DRAM lift ASML's margins over time?
ASML Holding’s ASML margin trajectory is increasingly linked to the pace of extreme ultraviolet (EUV) adoption across logic ...
This growth in global semiconductors is supported by the leading-edge logic, memory, and advanced packaging applications from ...
Earnings call Nova reported Q3 2025 revenue of $224.6M, up 25% YoY and 2% QoQ, with record contributions from memory, logic, and packaging. FY25 revenue is projected to grow ~30% YoY. Management ...
Lam Research benefits from AI-driven demand for advanced memory and logic chips, leveraging its leadership in etch and deposition equipment. LRCX's strong exposure to DRAM, HBM, and 3D NAND capex, ...
Earnings call Nova reported Q3 2025 revenue of $224.6M, up 25% YoY and 2% QoQ, with record contributions from memory, logic, and packaging. FY25 revenue is projected to grow ~30% YoY. Management ...
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