ASML Holding
ASML is presented as a competitive threat in advanced chip packaging: Bank of America analysts said BE Semiconductor’s share price does not reflect that risk 1. Kaiser Kuo said US intellectual-property restrictions prevented ASML from selling EUV lithography equipment to China 2. Ted Oakley said his firm bought ASML because it viewed the company as cheap, while arguing that many large technology stocks were overpriced 3.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
5 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Michael Every 2 mentions
- Jack Farley 1 mention
- Bloomberg 1 mention
- Cameron Dawson 1 mention
- David Lin 1 mention
- Stacy Rasgon 1 mention
See what your own voices say about ASML Holding, every morning.
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