「トランプ関税」の大まかな全体像が見えてきたようだ。2/4に中国からの輸入品に対して10%の追加関税を発動した。全貿易相手国からの鉄鋼とアルミニウムへの25%追加関税は適用除外制度が廃止され、3/12に発効するとしている・・・。
そうであれば、大企業がすべてのイノベーションを独占してしまうだろう ... を受けてきたエヌビディアやASMLホールディングなどの株 ...
同社が販売する装置は半導体製造の中でもとりわけ重要な工程である「露光」で用いられ、特に最先端装置の世界シェアを独占している ... この記事では、ASML決算を4つの視点で整理しまし ...
という声が広まり、「NVIDIAやASMLなど米国系のサプライヤーに影響が ... 大企業がすべてのイノベーションを独占する世界なんてつまらないよね。」 と語り、さらに「中国国内にもNVIDIAに匹敵 ...
ASML’s AI-driven demand, High-NA EUV dominance, and solid execution support a 33% two-year price CAGR, despite near-term China risks, making it a compelling buy even at current levels. Strong Q4 ...
ASML's critical role in semiconductor manufacturing, driven by AI advancements, makes it a key player with significant growth potential, despite geopolitical challenges. Open-source AI models like ...
One of the stocks that is poised to win over the long term from the AI boom is ASML (NASDAQ: ASML), the leading maker of lithography equipment used to make semiconductors. Let's take a look at ...
Investors with a lot of money to spend have taken a bullish stance on ASML Holding ASML. And retail traders should know. We noticed this today when the trades showed up on publicly available ...
ASML’s current share buyback program was announced on 10 November 2022, and details are available on our website at https://www.asml.com/en/news/share-buybacks This ...
AMSTERDAM, Jan 28 (Reuters) - Investors will seek reassurance that ASML's (ASML.AS), opens new tab AI-dependent growth outlook for 2025 is secure despite a selloff sparked by China's DeepSeek ...
Financial giants have made a conspicuous bullish move on ASML Holding. Our analysis of options history for ASML Holding ASML revealed 19 unusual trades. Delving into the details, we found 47% of ...