ASML, a Dutch company, has experienced a surge in orders, with a triple increase in the 4th quarter, reaching EUR9.19 billion. This surge has driven the stock up by 10% and added $30 billion to its market cap. The company's CEO attributes the demand to the artificial intelligence boom and anticipates a strong 2025. However, ASML expects a 10-15% drop in sales in the Chinese market due to export restrictions, despite the surge in orders from China. The company's market cap has reached a record-breaking $350 billion, solidifying its position in the artificial intelligence boom.
ASML’s rally to a record high this week illustrates how the chip equipment firm is cementing its place at the heart of the artificial intelligence boom https://t.co/TIs6QCZBXK
I think $ASML was the most important earings report of the week. Here I make the case on @DrillDownPod https://t.co/DoXZuQFVFT $ASML https://t.co/AVvXQ92Eoh
ASML market cap tops $350 billion in record-breaking run https://t.co/nDvws13Uvr
$ASML Bank of America reiterates chipmaker ASML as a top pick Netherlands-based chipmaker ASML remains Bank of America’s top pick in the EU semiconductor capital equipment sector. ASML posted an earnings and revenue beat for the fourth-quarter earlier this week. However, the…
ASML China Sales Surged Despite Secret Dutch Deal With US - Bloomberg the global downturn pushed ASML to successfully lobby The Hague for export licenses to China of critical semiconductor manufacturing kit https://t.co/eMeevUVCt0
Big bullwhip effect in the latest ASML order numbers: https://t.co/7EKyZH6bmR scoop from @cagankoc @ianmking @DBaazil https://t.co/5VPglINs5y
China’s biggest import is semiconductor chips, which is also its biggest trade deficit. Demand should help keep $ASML in business. https://t.co/wDAoSefVMh
#FPTech: #ASML sees massive surge in orders especially from #China, despite global tech sanctions https://t.co/WcA4Ep2H5a
ASML forecasts 10%-15% sales drop in Chinese market this year due to export restrictions https://t.co/J4r8GP422j
ASML Expects US, Dutch Export Rules to Hit China Sales by 10-15% https://t.co/2IRzCenUTi
1/ One of the @LumidaWealth stocking stuffer stocks, ASML, reported today. It's up 19% in the last week, and 40% over 3 months. I'll link to the post below for the timestamp. The green line on the chart is when we made our buy call. There are so many better businesses in the… https://t.co/gJYfNREh0h
1/ One of the @LumidaWealth stocking stuffer stocks, ASML, reported today. It's up 19% in the last week, and 40% over months. I'll link to the post below for the timestamp. The green line on the chart is when we made our buy call. There are so many better businesses in the… https://t.co/U6hpzHkSoC
ASML triples order bookings in Q4 2023 thanks to demand for EUV tools https://t.co/uSRgkwRW2x https://t.co/sjiocEDU1E
ASML saying that 2025 should be quite strong with new fabs coming online and cyclical bottoming https://t.co/CH6DIdG5cf
ASML sees the artificial intelligence boom driving demand for the Dutch company’s most-advanced chipmaking machines, its chief executive officer said in an interview https://t.co/gSv9YTVmOd
Strong demand at ASML points to the coming chip upswing https://t.co/k0GDMgb49o | opinion
$ASML orders stronger than expected, stock up 10% Orders rose to EUR9.19 billion in 4Q vs 2.6bn in prior quarter... This is the only company that makes advanced lithography equipment, selling to $INTC, Samsung, $TSM, etc Added $30bn to market cap! https://t.co/dOmrwpMpnN
economist has been on point w/ $ASML timing. https://t.co/f0JQAfBz8R
ASML orders triple in sign of demand for cutting-edge chips https://t.co/8rwuObOYpN via @business https://t.co/kiJuusF9Qb
ASML orders surge to record in 4th quarter, but 2024 outlook unchanged https://t.co/ixbGy3Pq1K https://t.co/MVkZWGacLT
Tech Euphoria Sparked By ASML Surge To All-Time High On Flood Of Chinese Orders... There's Just One Problem https://t.co/ScGoWO2Ayy